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
2526
$47K ﹤0.01%
33
2527
$47K ﹤0.01%
4,370
-2,020
2528
$47K ﹤0.01%
3,562
-421
2529
$47K ﹤0.01%
1,853
2530
$47K ﹤0.01%
1,446
+52
2531
$47K ﹤0.01%
1,731
-174
2532
$47K ﹤0.01%
737
2533
$47K ﹤0.01%
3,800
2534
$47K ﹤0.01%
1,525
-467
2535
$47K ﹤0.01%
3,045
+1,035
2536
$47K ﹤0.01%
749
+146
2537
$47K ﹤0.01%
628
-124
2538
$47K ﹤0.01%
1,027
2539
$47K ﹤0.01%
1,036
-59
2540
$47K ﹤0.01%
910
-826
2541
$47K ﹤0.01%
14
+1
2542
$47K ﹤0.01%
13,200
2543
$47K ﹤0.01%
916
2544
$47K ﹤0.01%
+2,000
2545
$47K ﹤0.01%
2,971
2546
$46K ﹤0.01%
+5,500
2547
$46K ﹤0.01%
1,522
-2,673
2548
$46K ﹤0.01%
8,862
2549
$46K ﹤0.01%
722
2550
$46K ﹤0.01%
1,066
+975
100 101
102
103 104