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
1676
$137K ﹤0.01%
27,743
+1,943
1677
$136K ﹤0.01%
6,842
+1,875
1678
$135K ﹤0.01%
+10,846
1679
$135K ﹤0.01%
25,896
+5,080
1680
$134K ﹤0.01%
19,076
+7,103
1681
$134K ﹤0.01%
3,750
+2,000
1682
$132K ﹤0.01%
18,178
-14,047
1683
$132K ﹤0.01%
12,592
-5,158
1684
$131K ﹤0.01%
11,909
-2,127
1685
$129K ﹤0.01%
11,243
+421
1686
$129K ﹤0.01%
+10,034
1687
$129K ﹤0.01%
2,630
1688
$129K ﹤0.01%
26,000
+8,000
1689
$129K ﹤0.01%
13,572
-31,250
1690
$128K ﹤0.01%
28,661
1691
$127K ﹤0.01%
16,100
-1,244
1692
$126K ﹤0.01%
+20,000
1693
$125K ﹤0.01%
11,134
-1,099
1694
$124K ﹤0.01%
+14,049
1695
$123K ﹤0.01%
10,787
-1,331
1696
$122K ﹤0.01%
13,101
+13
1697
$121K ﹤0.01%
11,538
-2,700
1698
$121K ﹤0.01%
12,969
-37,079
1699
$120K ﹤0.01%
+25,500
1700
$119K ﹤0.01%
29,039
+1,500
66 67
68
69 70