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
$19.7B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,948
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$137M
3
+$115M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M

Top Sells

1
+$99.7M
2
+$15.4M
3
+$9.99M
4
BLUE
bluebird bio
BLUE
+$4.97M
5
YHOO
Yahoo Inc
YHOO
+$4.72M

Sector Composition

1 Financials 5.14%
2 Energy 4.03%
3 Technology 3.69%
4 Healthcare 2.31%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$51K ﹤0.01%
1,649
-386
2477
$51K ﹤0.01%
766
+543
2478
$51K ﹤0.01%
25,600
2479
$51K ﹤0.01%
+5,078
2480
$51K ﹤0.01%
5,500
2481
$51K ﹤0.01%
2,084
+23
2482
$50K ﹤0.01%
1,004
-50
2483
$50K ﹤0.01%
31,500
+500
2484
$50K ﹤0.01%
793
-250
2485
$50K ﹤0.01%
4,238
+1,647
2486
$50K ﹤0.01%
1,266
+1,091
2487
$50K ﹤0.01%
12,100
+3,650
2488
$50K ﹤0.01%
13,721
-4,800
2489
$50K ﹤0.01%
350
2490
$50K ﹤0.01%
20,022
+5,000
2491
$50K ﹤0.01%
2,500
+100
2492
$50K ﹤0.01%
+1,960
2493
$50K ﹤0.01%
800
2494
$50K ﹤0.01%
653
2495
$50K ﹤0.01%
2,903
2496
$50K ﹤0.01%
2,025
2497
$49K ﹤0.01%
3,250
2498
$49K ﹤0.01%
6,750
2499
$49K ﹤0.01%
1,635
+200
2500
$49K ﹤0.01%
2,504
98 99
100
101 102