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
1551
$214K ﹤0.01%
35,430
-2,000
1552
$214K ﹤0.01%
2,132
+291
1553
$213K ﹤0.01%
8,992
-55
1554
$213K ﹤0.01%
3,458
+50
1555
$212K ﹤0.01%
+2,554
1556
$212K ﹤0.01%
10,069
+1
1557
$211K ﹤0.01%
16,870
1558
$211K ﹤0.01%
12,743
-16
1559
$210K ﹤0.01%
17,941
-4,004
1560
$210K ﹤0.01%
4,288
+439
1561
$210K ﹤0.01%
+28,323
1562
$210K ﹤0.01%
+5,195
1563
$210K ﹤0.01%
+5,383
1564
$210K ﹤0.01%
26,393
+8,226
1565
$210K ﹤0.01%
+4,198
1566
$210K ﹤0.01%
3,694
+31
1567
$209K ﹤0.01%
3,575
+80
1568
$209K ﹤0.01%
+1,447
1569
$209K ﹤0.01%
+3,269
1570
$209K ﹤0.01%
+1,154
1571
$209K ﹤0.01%
3,494
+2
1572
$208K ﹤0.01%
35,626
1573
$208K ﹤0.01%
694
1574
$208K ﹤0.01%
+1,798
1575
$208K ﹤0.01%
34,362
-5,008
61 62
63
64 65