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
1526
$222K ﹤0.01%
1,344
-135
1527
$222K ﹤0.01%
73,517
-61,339
1528
$222K ﹤0.01%
11,203
+150
1529
$221K ﹤0.01%
7,324
+470
1530
$220K ﹤0.01%
9,991
-473
1531
$220K ﹤0.01%
+6,308
1532
$220K ﹤0.01%
11,450
-1,234
1533
$220K ﹤0.01%
2,667
1534
$219K ﹤0.01%
+2,571
1535
$219K ﹤0.01%
4,755
-139
1536
$219K ﹤0.01%
15,117
+2,515
1537
$219K ﹤0.01%
4,802
1538
$219K ﹤0.01%
10,228
1539
$218K ﹤0.01%
4,503
+903
1540
$218K ﹤0.01%
1,362
+173
1541
$217K ﹤0.01%
+1,899
1542
$217K ﹤0.01%
2,772
-106
1543
$216K ﹤0.01%
+1,835
1544
$216K ﹤0.01%
2,973
+9
1545
$215K ﹤0.01%
+3,894
1546
$214K ﹤0.01%
4,944
1547
$214K ﹤0.01%
6,662
+1,139
1548
$214K ﹤0.01%
+3,703
1549
$214K ﹤0.01%
1,878
-216
1550
$214K ﹤0.01%
+1,923
60 61
62
63 64