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
2551
$46K ﹤0.01%
1,380
+276
2552
$46K ﹤0.01%
871
-250
2553
$46K ﹤0.01%
23,579
2554
$46K ﹤0.01%
4,505
2555
$46K ﹤0.01%
4,876
+1,222
2556
$46K ﹤0.01%
+4,525
2557
$46K ﹤0.01%
2,783
2558
$46K ﹤0.01%
2,298
+1,025
2559
$45K ﹤0.01%
861
+71
2560
$45K ﹤0.01%
2,420
+1,550
2561
$45K ﹤0.01%
2,000
2562
$45K ﹤0.01%
1,136
+124
2563
$45K ﹤0.01%
972
+700
2564
$45K ﹤0.01%
1,316
2565
$45K ﹤0.01%
799
+3
2566
$45K ﹤0.01%
3,050
2567
$45K ﹤0.01%
1,322
+322
2568
$45K ﹤0.01%
1,050
+650
2569
$45K ﹤0.01%
1,121
2570
$45K ﹤0.01%
333
2571
$45K ﹤0.01%
815
-68
2572
$45K ﹤0.01%
1,964
+389
2573
$45K ﹤0.01%
1,312
+173
2574
$45K ﹤0.01%
902
-222
2575
$45K ﹤0.01%
935
+828
101 102
103
104 105