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
1576
$208K ﹤0.01%
+5,154
1577
$207K ﹤0.01%
12,340
-1,576
1578
$207K ﹤0.01%
+4,313
1579
$207K ﹤0.01%
11,060
-1,980
1580
$207K ﹤0.01%
7,335
-5,691
1581
$206K ﹤0.01%
+12,478
1582
$206K ﹤0.01%
+9,279
1583
$206K ﹤0.01%
+10,853
1584
$206K ﹤0.01%
+15,001
1585
$205K ﹤0.01%
6,051
-926
1586
$205K ﹤0.01%
+2,186
1587
$205K ﹤0.01%
9,414
-2,658
1588
$205K ﹤0.01%
+21
1589
$205K ﹤0.01%
52,598
+20,025
1590
$204K ﹤0.01%
8,764
-200
1591
$204K ﹤0.01%
+46,060
1592
$204K ﹤0.01%
+3,728
1593
$204K ﹤0.01%
18,000
1594
$204K ﹤0.01%
69,620
-33,460
1595
$204K ﹤0.01%
28,400
+2,000
1596
$203K ﹤0.01%
11,400
+300
1597
$202K ﹤0.01%
1,892
+61
1598
$202K ﹤0.01%
5,721
-32
1599
$202K ﹤0.01%
13,328
-23,082
1600
$202K ﹤0.01%
8,368
+946
62 63
64
65 66