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
2801
$32K ﹤0.01%
775
+200
2802
$32K ﹤0.01%
450
+250
2803
$32K ﹤0.01%
3,000
2804
$32K ﹤0.01%
2,700
+2,500
2805
$32K ﹤0.01%
620
+33
2806
$32K ﹤0.01%
888
2807
$32K ﹤0.01%
2,388
+88
2808
$32K ﹤0.01%
600
2809
$32K ﹤0.01%
1,755
-524
2810
$32K ﹤0.01%
370
2811
$32K ﹤0.01%
1,014
-100
2812
$32K ﹤0.01%
2,700
2813
$32K ﹤0.01%
186
-80
2814
$31K ﹤0.01%
2,008
+127
2815
$31K ﹤0.01%
+1,404
2816
$31K ﹤0.01%
531
+53
2817
$31K ﹤0.01%
3,500
-3,000
2818
$31K ﹤0.01%
489
+270
2819
$31K ﹤0.01%
240
-810
2820
$31K ﹤0.01%
5
2821
$31K ﹤0.01%
592
-143
2822
$31K ﹤0.01%
2,000
2823
$31K ﹤0.01%
800
2824
$31K ﹤0.01%
1,032
-40,920
2825
$31K ﹤0.01%
1,016
111 112
113
114 115