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
2601
$43K ﹤0.01%
1,526
+1,186
2602
$43K ﹤0.01%
808
+500
2603
$43K ﹤0.01%
816
+90
2604
$43K ﹤0.01%
14,706
+10,000
2605
$43K ﹤0.01%
850
-2,000
2606
$43K ﹤0.01%
2,899
+599
2607
$43K ﹤0.01%
788
+107
2608
$42K ﹤0.01%
493
+245
2609
$42K ﹤0.01%
1,109
-183
2610
$42K ﹤0.01%
1,015
2611
$42K ﹤0.01%
2,000
2612
$42K ﹤0.01%
1,063
-1
2613
$42K ﹤0.01%
1,150
+150
2614
$42K ﹤0.01%
3,441
+1,353
2615
$42K ﹤0.01%
8,000
2616
$42K ﹤0.01%
2,411
+476
2617
$42K ﹤0.01%
9,282
2618
$42K ﹤0.01%
1,952
-105
2619
$42K ﹤0.01%
2,628
2620
$42K ﹤0.01%
4,339
-2,702
2621
$41K ﹤0.01%
896
+146
2622
$41K ﹤0.01%
3,400
2623
$41K ﹤0.01%
2,700
-3,000
2624
$41K ﹤0.01%
3,515
-281
2625
$41K ﹤0.01%
2
+1
103 104
105
106 107