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
2701
$38K ﹤0.01%
413
+2
2702
$38K ﹤0.01%
1,445
+525
2703
$38K ﹤0.01%
471
+231
2704
$38K ﹤0.01%
3,476
-35,000
2705
$37K ﹤0.01%
1,900
+1,400
2706
$37K ﹤0.01%
5,000
2707
$37K ﹤0.01%
2,725
-3,000
2708
$37K ﹤0.01%
29,250
2709
$37K ﹤0.01%
905
+1
2710
$37K ﹤0.01%
2,631
+242
2711
$37K ﹤0.01%
404
+1
2712
$37K ﹤0.01%
1,091
+500
2713
$37K ﹤0.01%
3,143
+739
2714
$37K ﹤0.01%
871
+704
2715
$37K ﹤0.01%
1,006
2716
$37K ﹤0.01%
1,374
+831
2717
$37K ﹤0.01%
1,047
-398
2718
$37K ﹤0.01%
28,806
+27,500
2719
$37K ﹤0.01%
3,785
2720
$37K ﹤0.01%
1,680
+9
2721
$37K ﹤0.01%
5,495
2722
$37K ﹤0.01%
767
2723
$37K ﹤0.01%
+3,050
2724
$37K ﹤0.01%
145
+116
2725
$37K ﹤0.01%
4,932
-541
107 108
109
110 111