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
2901
$28K ﹤0.01%
1,649
-500
2902
$28K ﹤0.01%
1,104
+94
2903
$28K ﹤0.01%
3,200
-2,279
2904
$28K ﹤0.01%
1,902
-300
2905
$27K ﹤0.01%
664
2906
$27K ﹤0.01%
460
+210
2907
$27K ﹤0.01%
1,464
+340
2908
$27K ﹤0.01%
6,200
+300
2909
$27K ﹤0.01%
1,717
+345
2910
$27K ﹤0.01%
818
+119
2911
$27K ﹤0.01%
437
2912
$27K ﹤0.01%
2,054
2913
$27K ﹤0.01%
1,036
2914
$27K ﹤0.01%
2,211
2915
$27K ﹤0.01%
1,692
-3,974
2916
$27K ﹤0.01%
1,210
-2,000
2917
$27K ﹤0.01%
21,400
-200
2918
$27K ﹤0.01%
393
+18
2919
$27K ﹤0.01%
1,000
2920
$27K ﹤0.01%
1,400
2921
$27K ﹤0.01%
942
+700
2922
$27K ﹤0.01%
+1,500
2923
$27K ﹤0.01%
1,710
+25
2924
$27K ﹤0.01%
2,000
2925
$27K ﹤0.01%
2,144
+2,000
115 116
117
118 119