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
2501
$49K ﹤0.01%
5,633
-378
2502
$49K ﹤0.01%
1,405
-757
2503
$49K ﹤0.01%
710
+10
2504
$49K ﹤0.01%
636
2505
$49K ﹤0.01%
3,214
-343
2506
$49K ﹤0.01%
3,054
+2,500
2507
$49K ﹤0.01%
3,675
-25
2508
$48K ﹤0.01%
3,058
2509
$48K ﹤0.01%
2,313
+700
2510
$48K ﹤0.01%
1,441
2511
$48K ﹤0.01%
6,000
2512
$48K ﹤0.01%
2,928
2513
$48K ﹤0.01%
+500
2514
$48K ﹤0.01%
507
-92
2515
$48K ﹤0.01%
3,000
2516
$48K ﹤0.01%
2,954
-1,355
2517
$48K ﹤0.01%
940
+153
2518
$48K ﹤0.01%
2,593
-973
2519
$48K ﹤0.01%
2,869
2520
$48K ﹤0.01%
907
-98
2521
$48K ﹤0.01%
2,024
-67
2522
$48K ﹤0.01%
6,667
-1,933
2523
$48K ﹤0.01%
3,143
-33
2524
$48K ﹤0.01%
2,490
-883
2525
$48K ﹤0.01%
3,017
+62
99 100
101
102 103