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
1476
$239K ﹤0.01%
+10,754
1477
$239K ﹤0.01%
14,068
+2,609
1478
$238K ﹤0.01%
8,758
+292
1479
$238K ﹤0.01%
64,978
-7,500
1480
$237K ﹤0.01%
5,936
+90
1481
$237K ﹤0.01%
+2,019
1482
$237K ﹤0.01%
3,850
+158
1483
$237K ﹤0.01%
8,955
-86
1484
$237K ﹤0.01%
2,409
-127
1485
$237K ﹤0.01%
50,517
1486
$237K ﹤0.01%
1,769
-54
1487
$237K ﹤0.01%
2,582
-56
1488
$235K ﹤0.01%
7,610
+1,466
1489
$234K ﹤0.01%
5,399
+10
1490
$234K ﹤0.01%
15,795
-12,205
1491
$234K ﹤0.01%
10,782
+1,098
1492
$233K ﹤0.01%
6,589
+341
1493
$232K ﹤0.01%
9,567
-1,129
1494
$232K ﹤0.01%
17,000
-839
1495
$231K ﹤0.01%
3,260
-534
1496
$231K ﹤0.01%
10,432
-7,000
1497
$230K ﹤0.01%
6,330
+4,200
1498
$230K ﹤0.01%
7,447
-1,379
1499
$229K ﹤0.01%
131,129
1500
$229K ﹤0.01%
7,963
+297
58 59
60
61 62