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
1701
$118K ﹤0.01%
10,569
-5,734
1702
$118K ﹤0.01%
+10,500
1703
$117K ﹤0.01%
14,328
-2,767
1704
$116K ﹤0.01%
15,058
-940
1705
$115K ﹤0.01%
10,000
-1,000
1706
$114K ﹤0.01%
10,540
-390
1707
$114K ﹤0.01%
+13,267
1708
$113K ﹤0.01%
16,710
+400
1709
$112K ﹤0.01%
+2,120
1710
$110K ﹤0.01%
758
1711
$109K ﹤0.01%
14,364
1712
$109K ﹤0.01%
16,442
+1,076
1713
$109K ﹤0.01%
+11,699
1714
$108K ﹤0.01%
10,658
1715
$108K ﹤0.01%
6,155
+123
1716
$107K ﹤0.01%
20,000
-1,000
1717
$107K ﹤0.01%
16,063
1718
$106K ﹤0.01%
+14,932
1719
$106K ﹤0.01%
6,400
-2,854
1720
$105K ﹤0.01%
+17,166
1721
$105K ﹤0.01%
20,350
+2,750
1722
$104K ﹤0.01%
13,433
1723
$104K ﹤0.01%
11,185
1724
$103K ﹤0.01%
36,493
-966
1725
$102K ﹤0.01%
+15,137
67 68
69
70 71