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
2951
$26K ﹤0.01%
1,920
2952
$26K ﹤0.01%
507
+300
2953
$26K ﹤0.01%
450
2954
$26K ﹤0.01%
714
+349
2955
$26K ﹤0.01%
1,000
+983
2956
$26K ﹤0.01%
1,000
+900
2957
$26K ﹤0.01%
19,600
2958
$26K ﹤0.01%
2,268
+168
2959
$26K ﹤0.01%
2,000
2960
$26K ﹤0.01%
1,517
-153
2961
$26K ﹤0.01%
950
2962
$26K ﹤0.01%
+2,000
2963
$26K ﹤0.01%
1,399
2964
$26K ﹤0.01%
660
2965
$25K ﹤0.01%
730
-1
2966
$25K ﹤0.01%
450
-2,188
2967
$25K ﹤0.01%
514
+490
2968
$25K ﹤0.01%
+760
2969
$25K ﹤0.01%
6,950
-11,000
2970
$25K ﹤0.01%
1,200
2971
$25K ﹤0.01%
+2,000
2972
$25K ﹤0.01%
1,134
+984
2973
$25K ﹤0.01%
643
2974
$25K ﹤0.01%
1,228
2975
$25K ﹤0.01%
1,872
-1,392
117 118
119
120 121