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
1751
$81K ﹤0.01%
42,615
-20,898
1752
$80K ﹤0.01%
29,858
-2,842
1753
$80K ﹤0.01%
2,565
1754
$79K ﹤0.01%
3,587
+2,160
1755
$75K ﹤0.01%
+1,293
1756
$75K ﹤0.01%
13,532
-363
1757
$75K ﹤0.01%
+2,022
1758
$73K ﹤0.01%
1,291
+450
1759
$72K ﹤0.01%
+500
1760
$72K ﹤0.01%
288
+15
1761
$71K ﹤0.01%
548
1762
$71K ﹤0.01%
290
+40
1763
$71K ﹤0.01%
24,000
-10,000
1764
$69K ﹤0.01%
25,022
-12,050
1765
$69K ﹤0.01%
1,332
1766
$69K ﹤0.01%
3,143
+160
1767
$69K ﹤0.01%
425,000
-200,500
1768
$69K ﹤0.01%
8,025
+285
1769
$68K ﹤0.01%
51,747
+5,683
1770
$68K ﹤0.01%
3,111
+380
1771
$66K ﹤0.01%
22,218
+3,600
1772
$65K ﹤0.01%
1,800
+400
1773
$64K ﹤0.01%
40,000
1774
$63K ﹤0.01%
4,700
-30
1775
$61K ﹤0.01%
14,187
+3,037
69 70
71
72 73