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
2726
$37K ﹤0.01%
611
+29
2727
$37K ﹤0.01%
33
+3
2728
$37K ﹤0.01%
2,486
+2,300
2729
$37K ﹤0.01%
718
+55
2730
$36K ﹤0.01%
7,596
+1,000
2731
$36K ﹤0.01%
178
+51
2732
$36K ﹤0.01%
931
-897
2733
$36K ﹤0.01%
1,092
2734
$36K ﹤0.01%
+1,650
2735
$36K ﹤0.01%
1,600
+500
2736
$36K ﹤0.01%
565
-95
2737
$36K ﹤0.01%
426
+52
2738
$36K ﹤0.01%
354
-293
2739
$36K ﹤0.01%
1,450
+3
2740
$36K ﹤0.01%
946
2741
$36K ﹤0.01%
+1,533
2742
$36K ﹤0.01%
282
-35
2743
$36K ﹤0.01%
927
+2
2744
$36K ﹤0.01%
931
+119
2745
$36K ﹤0.01%
1,500
-100
2746
$36K ﹤0.01%
693
-43
2747
$36K ﹤0.01%
6,500
-2,150
2748
$36K ﹤0.01%
5,000
2749
$36K ﹤0.01%
971
2750
$35K ﹤0.01%
367
-383
108 109
110
111 112