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
2776
$34K ﹤0.01%
5,800
-500
2777
$34K ﹤0.01%
4,077
+2,000
2778
$34K ﹤0.01%
2,600
+2,000
2779
$34K ﹤0.01%
1,833
-676
2780
$34K ﹤0.01%
900
2781
$34K ﹤0.01%
956
+300
2782
$33K ﹤0.01%
2,000
-212
2783
$33K ﹤0.01%
11,601
+1,932
2784
$33K ﹤0.01%
2,223
-9,830
2785
$33K ﹤0.01%
886
+811
2786
$33K ﹤0.01%
1,657
+135
2787
$33K ﹤0.01%
2,000
+872
2788
$33K ﹤0.01%
1,114
+37
2789
$33K ﹤0.01%
450
2790
$33K ﹤0.01%
2,203
+1,059
2791
$33K ﹤0.01%
3,268
2792
$33K ﹤0.01%
2,221
2793
$33K ﹤0.01%
2,789
-100
2794
$33K ﹤0.01%
8,603
-563
2795
$32K ﹤0.01%
476
+2
2796
$32K ﹤0.01%
992
-677
2797
$32K ﹤0.01%
+1,000
2798
$32K ﹤0.01%
902
2799
$32K ﹤0.01%
1,016
+16
2800
$32K ﹤0.01%
3,500
110 111
112
113 114