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
1726
$102K ﹤0.01%
25,837
-813
1727
$101K ﹤0.01%
10,000
1728
$101K ﹤0.01%
10,436
-12,734
1729
$100K ﹤0.01%
1,950
+150
1730
$99K ﹤0.01%
2,858
+851
1731
$98K ﹤0.01%
14,826
-13,303
1732
$98K ﹤0.01%
18,850
-931
1733
$98K ﹤0.01%
+2,658
1734
$98K ﹤0.01%
14,634
+1,280
1735
$97K ﹤0.01%
378
+60
1736
$96K ﹤0.01%
1,603
-17
1737
$93K ﹤0.01%
25,200
-6
1738
$93K ﹤0.01%
224
+136
1739
$93K ﹤0.01%
+10,200
1740
$91K ﹤0.01%
2,887
1741
$91K ﹤0.01%
3,425
+84
1742
$90K ﹤0.01%
18,655
+4,256
1743
$89K ﹤0.01%
11,214
-2,105
1744
$88K ﹤0.01%
10,000
1745
$88K ﹤0.01%
+18,350
1746
$88K ﹤0.01%
87
-8
1747
$86K ﹤0.01%
2,480
+81
1748
$86K ﹤0.01%
12,856
-4,362
1749
$83K ﹤0.01%
+34,247
1750
$81K ﹤0.01%
5,161
+1,037
68 69
70
71 72