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
2926
$27K ﹤0.01%
2,000
+1,724
2927
$27K ﹤0.01%
451
+38
2928
$27K ﹤0.01%
2,000
2929
$27K ﹤0.01%
175
2930
$27K ﹤0.01%
400
2931
$27K ﹤0.01%
476
+151
2932
$27K ﹤0.01%
+1,000
2933
$26K ﹤0.01%
2,376
+370
2934
$26K ﹤0.01%
2,004
2935
$26K ﹤0.01%
+812
2936
$26K ﹤0.01%
+895
2937
$26K ﹤0.01%
713
-246
2938
$26K ﹤0.01%
600
2939
$26K ﹤0.01%
1,375
2940
$26K ﹤0.01%
399
2941
$26K ﹤0.01%
1,193
+176
2942
$26K ﹤0.01%
900
+500
2943
$26K ﹤0.01%
2,440
-7,968
2944
$26K ﹤0.01%
3,644
2945
$26K ﹤0.01%
2,066
2946
$26K ﹤0.01%
2,350
2947
$26K ﹤0.01%
600
2948
$26K ﹤0.01%
1,150
2949
$26K ﹤0.01%
1,089
-61
2950
$26K ﹤0.01%
530
-170
116 117
118
119 120