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 5.13%
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
251
$4.3M 0.02%
40,373
-12,619
252
$4.29M 0.02%
125,376
+17,888
253
$4.26M 0.02%
44,419
+82
254
$4.25M 0.02%
30,358
+29,208
255
$4.23M 0.02%
171,640
+3,046
256
$4.23M 0.02%
53,368
-1,847
257
$4.21M 0.02%
107,524
+2,357
258
$4.15M 0.02%
150,314
-447
259
$4.14M 0.02%
344,768
+157,799
260
$4.12M 0.02%
230,329
+12,839
261
$4.1M 0.02%
33,697
+937
262
$4.08M 0.02%
266,458
+10,000
263
$4.06M 0.02%
103,127
+38,310
264
$4.06M 0.02%
136,003
-7,051
265
$4.02M 0.02%
24,838
-1,345
266
$4.02M 0.02%
111,468
+13,038
267
$4.01M 0.02%
65,644
+992
268
$4.01M 0.02%
120,588
-2,459
269
$4M 0.02%
46,142
+545
270
$3.94M 0.02%
100,086
-33,885
271
$3.89M 0.02%
16,011
-2,295
272
$3.86M 0.02%
206,957
+5,957
273
$3.83M 0.02%
286,991
+11
274
$3.79M 0.02%
56,116
+3,604
275
$3.77M 0.02%
19,450
+1,455
9 10
11
12 13