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
2676
$39K ﹤0.01%
293
-1,058
2677
$39K ﹤0.01%
4,382
+2,600
2678
$39K ﹤0.01%
453
-430
2679
$39K ﹤0.01%
800
2680
$39K ﹤0.01%
3,073
+2,671
2681
$39K ﹤0.01%
2,923
+1,600
2682
$39K ﹤0.01%
25
+5
2683
$39K ﹤0.01%
1,209
2684
$39K ﹤0.01%
200
2685
$39K ﹤0.01%
+375
2686
$39K ﹤0.01%
1,428
+127
2687
$39K ﹤0.01%
4,900
-1,000
2688
$39K ﹤0.01%
1,600
2689
$39K ﹤0.01%
3,976
+3,657
2690
$38K ﹤0.01%
996
+3
2691
$38K ﹤0.01%
1,000
2692
$38K ﹤0.01%
2,552
+300
2693
$38K ﹤0.01%
1,396
2694
$38K ﹤0.01%
500
2695
$38K ﹤0.01%
500
-225
2696
$38K ﹤0.01%
1,507
2697
$38K ﹤0.01%
432
+382
2698
$38K ﹤0.01%
2,139
+1,639
2699
$38K ﹤0.01%
885
+180
2700
$38K ﹤0.01%
1,250
106 107
108
109 110