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
1651
$159K ﹤0.01%
11,633
-5,627
1652
$157K ﹤0.01%
10,000
1653
$156K ﹤0.01%
13,470
-26,483
1654
$156K ﹤0.01%
29,990
+1,450
1655
$154K ﹤0.01%
13,000
1656
$153K ﹤0.01%
38,000
1657
$153K ﹤0.01%
58
1658
$152K ﹤0.01%
17,057
-537
1659
$152K ﹤0.01%
10,780
1660
$151K ﹤0.01%
20,886
+4,000
1661
$150K ﹤0.01%
24,303
-22,331
1662
$150K ﹤0.01%
+10,561
1663
$149K ﹤0.01%
+12,700
1664
$149K ﹤0.01%
54,275
+1,200
1665
$149K ﹤0.01%
50,671
1666
$147K ﹤0.01%
11,020
-851
1667
– –
0
1668
$144K ﹤0.01%
11,852
1669
$143K ﹤0.01%
11,004
-97,496
1670
$142K ﹤0.01%
11,093
1671
$142K ﹤0.01%
22,923
+792
1672
$140K ﹤0.01%
13,244
+417
1673
$140K ﹤0.01%
33,600
+22,500
1674
$140K ﹤0.01%
10,913
1675
$137K ﹤0.01%
+10,836
65 66
67
68 69