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
2651
$40K ﹤0.01%
767
-133
2652
$40K ﹤0.01%
4,000
-28,001
2653
$40K ﹤0.01%
1,147
2654
$40K ﹤0.01%
+2,500
2655
$40K ﹤0.01%
509
-329
2656
$40K ﹤0.01%
2,395
2657
$40K ﹤0.01%
572
+532
2658
$40K ﹤0.01%
1,089
2659
$40K ﹤0.01%
400
2660
$39K ﹤0.01%
10,392
2661
$39K ﹤0.01%
549
+196
2662
$39K ﹤0.01%
2,740
+550
2663
$39K ﹤0.01%
+200
2664
$39K ﹤0.01%
3,324
-230
2665
$39K ﹤0.01%
458
+50
2666
$39K ﹤0.01%
1,292
+5
2667
$39K ﹤0.01%
2,809
2668
$39K ﹤0.01%
279
-24
2669
$39K ﹤0.01%
964
2670
$39K ﹤0.01%
800
2671
$39K ﹤0.01%
+1,430
2672
$39K ﹤0.01%
841
-362
2673
$39K ﹤0.01%
2,430
+30
2674
$39K ﹤0.01%
31
2675
$39K ﹤0.01%
2,006
-398
105 106
107
108 109