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
2876
$29K ﹤0.01%
400
2877
$29K ﹤0.01%
1,202
+79
2878
$29K ﹤0.01%
4,800
-200
2879
$28K ﹤0.01%
790
+207
2880
$28K ﹤0.01%
1,700
+500
2881
$28K ﹤0.01%
2,457
2882
$28K ﹤0.01%
+1,100
2883
$28K ﹤0.01%
984
-57
2884
$28K ﹤0.01%
759
2885
$28K ﹤0.01%
732
-11,500
2886
$28K ﹤0.01%
+2,000
2887
$28K ﹤0.01%
934
-13,334
2888
$28K ﹤0.01%
+1,156
2889
$28K ﹤0.01%
1,536
+334
2890
$28K ﹤0.01%
1,143
+785
2891
$28K ﹤0.01%
874
+374
2892
$28K ﹤0.01%
1,046
2893
$28K ﹤0.01%
579
-300
2894
$28K ﹤0.01%
1,031
+31
2895
$28K ﹤0.01%
3,132
+2,132
2896
$28K ﹤0.01%
2,000
2897
$28K ﹤0.01%
+2,400
2898
$28K ﹤0.01%
1,005
2899
$28K ﹤0.01%
7,000
+4,000
2900
$28K ﹤0.01%
635
+96
114 115
116
117 118