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
1826
$20K ﹤0.01%
+20,100
1827
$19K ﹤0.01%
2,124
+980
1828
$18K ﹤0.01%
+5
1829
$18K ﹤0.01%
9,212
1830
$18K ﹤0.01%
3,979
1831
$18K ﹤0.01%
+750
1832
$18K ﹤0.01%
869
-1
1833
$16K ﹤0.01%
9
1834
$15K ﹤0.01%
165
+10
1835
$14K ﹤0.01%
210
1836
$14K ﹤0.01%
+3
1837
$14K ﹤0.01%
35,016
-95,000
1838
$13K ﹤0.01%
54
-18
1839
$12K ﹤0.01%
18,409
-85,800
1840
$11K ﹤0.01%
217
-1
1841
$11K ﹤0.01%
3,000
1842
$10K ﹤0.01%
+9
1843
$10K ﹤0.01%
13,250
-1,100
1844
$10K ﹤0.01%
15,300
-2,000
1845
$8K ﹤0.01%
276
1846
$8K ﹤0.01%
+10,000
1847
$8K ﹤0.01%
+5
1848
$8K ﹤0.01%
10,932
-51
1849
$7K ﹤0.01%
+16,400
1850
$6K ﹤0.01%
+1
72 73
74
75 76