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
1776
$61K ﹤0.01%
1,988
-77
1777
$61K ﹤0.01%
17,074
-19,597
1778
$60K ﹤0.01%
5,787
+250
1779
$60K ﹤0.01%
6,338
1780
$59K ﹤0.01%
676
+3
1781
$58K ﹤0.01%
4
1782
$58K ﹤0.01%
10,023
1783
$56K ﹤0.01%
20
1784
$55K ﹤0.01%
4,500
+1,000
1785
$55K ﹤0.01%
20,120
-360
1786
$52K ﹤0.01%
23,522
1787
$48K ﹤0.01%
12,568
-2,307
1788
$46K ﹤0.01%
+10,000
1789
$45K ﹤0.01%
1,214
1790
$45K ﹤0.01%
10,819
1791
$43K ﹤0.01%
31,000
1792
$43K ﹤0.01%
37,325
1793
$42K ﹤0.01%
5,805
1794
$41K ﹤0.01%
3,351
+9
1795
$39K ﹤0.01%
+486
1796
$38K ﹤0.01%
+2,692
1797
$37K ﹤0.01%
30,080
1798
$36K ﹤0.01%
65,049
1799
$35K ﹤0.01%
+3,938
1800
$35K ﹤0.01%
1,000
-100
70 71
72
73 74