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
2626
$41K ﹤0.01%
1,100
2627
$41K ﹤0.01%
1,831
+1,775
2628
$41K ﹤0.01%
1,194
+30
2629
$41K ﹤0.01%
765
-151
2630
$41K ﹤0.01%
2,368
+100
2631
$41K ﹤0.01%
1,108
-11
2632
$41K ﹤0.01%
2,500
2633
$41K ﹤0.01%
5,774
-1,734
2634
$41K ﹤0.01%
1,460
-1,126
2635
$41K ﹤0.01%
1,469
-1,199
2636
$41K ﹤0.01%
1,950
2637
$41K ﹤0.01%
1,160
-76
2638
$41K ﹤0.01%
1,151
2639
$41K ﹤0.01%
+429
2640
$41K ﹤0.01%
1,449
-115
2641
$40K ﹤0.01%
461
+149
2642
$40K ﹤0.01%
1,870
+154
2643
$40K ﹤0.01%
1,826
+100
2644
$40K ﹤0.01%
1,050
+550
2645
$40K ﹤0.01%
1,051
-497
2646
$40K ﹤0.01%
743
-6,269
2647
$40K ﹤0.01%
6,042
-282
2648
$40K ﹤0.01%
+833
2649
$40K ﹤0.01%
2,862
-2,275
2650
$40K ﹤0.01%
641
104 105
106
107 108