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
2851
$30K ﹤0.01%
640
+30
2852
$30K ﹤0.01%
547
+100
2853
$30K ﹤0.01%
12,501
-1,174
2854
$30K ﹤0.01%
1,400
2855
$30K ﹤0.01%
7,550
2856
$29K ﹤0.01%
2,070
+1,720
2857
$29K ﹤0.01%
10,681
2858
$29K ﹤0.01%
400
2859
$29K ﹤0.01%
1,250
-500
2860
$29K ﹤0.01%
2,200
2861
$29K ﹤0.01%
+9,800
2862
$29K ﹤0.01%
20,505
+1,204
2863
$29K ﹤0.01%
335
2864
$29K ﹤0.01%
1,059
-66
2865
$29K ﹤0.01%
991
+730
2866
$29K ﹤0.01%
286
2867
$29K ﹤0.01%
418
2868
$29K ﹤0.01%
1,850
2869
$29K ﹤0.01%
550
+100
2870
$29K ﹤0.01%
300
2871
$29K ﹤0.01%
493
2872
$29K ﹤0.01%
2,781
-3,285
2873
$29K ﹤0.01%
302
+95
2874
$29K ﹤0.01%
1,420
-696
2875
$29K ﹤0.01%
2,000
113 114
115
116 117