Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.5B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$166M
3
+$161M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$158M

Top Sells

1
+$109M
2
+$80.6M
3
+$76.7M
4
BPL
Buckeye Partners, L.P.
BPL
+$31.4M
5
EPD icon
Enterprise Products Partners
EPD
+$30.8M

Sector Composition

1 Financials 5.2%
2 Technology 3.77%
3 Energy 2.22%
4 Healthcare 2.02%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$250K ﹤0.01%
6,900
+900
1452
$249K ﹤0.01%
9,590
1453
$249K ﹤0.01%
3,918
+71
1454
$249K ﹤0.01%
+10,176
1455
$248K ﹤0.01%
6,155
-1,135
1456
$248K ﹤0.01%
+62,074
1457
$247K ﹤0.01%
3,734
-39
1458
$247K ﹤0.01%
+1,639
1459
$247K ﹤0.01%
+9,200
1460
$247K ﹤0.01%
+28,652
1461
$246K ﹤0.01%
37,585
-2,500
1462
$246K ﹤0.01%
40,314
-600
1463
$246K ﹤0.01%
7,355
1464
$245K ﹤0.01%
3,224
+78
1465
$244K ﹤0.01%
+3,801
1466
$244K ﹤0.01%
5,934
-4,410
1467
$243K ﹤0.01%
+9,075
1468
$243K ﹤0.01%
11,339
-875
1469
$242K ﹤0.01%
3,242
-826
1470
$241K ﹤0.01%
39,400
+400
1471
$241K ﹤0.01%
22,746
+1,134
1472
$239K ﹤0.01%
4,213
-30
1473
$239K ﹤0.01%
9,222
-81
1474
$239K ﹤0.01%
21,671
+500
1475
$239K ﹤0.01%
+13,200
57 58
59
60 61