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
2826
– –
0
2827
$31K ﹤0.01%
648
2828
$31K ﹤0.01%
571
+87
2829
$31K ﹤0.01%
4,576
2830
$31K ﹤0.01%
2,400
2831
$30K ﹤0.01%
472
-240
2832
$30K ﹤0.01%
1,549
-570
2833
$30K ﹤0.01%
1,200
2834
$30K ﹤0.01%
1,200
2835
$30K ﹤0.01%
6,500
-5
2836
$30K ﹤0.01%
1,520
+520
2837
$30K ﹤0.01%
1,733
2838
$30K ﹤0.01%
381
+106
2839
$30K ﹤0.01%
33,000
2840
$30K ﹤0.01%
+644
2841
$30K ﹤0.01%
3,500
-4,650
2842
$30K ﹤0.01%
8,476
-1,649
2843
$30K ﹤0.01%
805
-270
2844
$30K ﹤0.01%
+2,280
2845
$30K ﹤0.01%
844
+110
2846
$30K ﹤0.01%
2,149
+149
2847
$30K ﹤0.01%
1,794
-72
2848
$30K ﹤0.01%
669
-936
2849
$30K ﹤0.01%
1,599
2850
$30K ﹤0.01%
5,000
112 113
114
115 116