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 5.13%
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
276
$3.77M 0.02%
60,586
-12,517
277
$3.74M 0.02%
245,943
-70,352
278
$3.68M 0.02%
24,972
+11,488
279
$3.63M 0.02%
65,548
-61
280
$3.61M 0.02%
107,100
-4,025
281
$3.6M 0.02%
22,284
+2,104
282
$3.58M 0.02%
34,123
-1,332
283
$3.57M 0.02%
21,136
-7,598
284
$3.57M 0.02%
33,355
-549
285
$3.55M 0.02%
16,330
+776
286
$3.54M 0.02%
26,793
+464
287
$3.52M 0.02%
67,381
+4,436
288
$3.51M 0.02%
38,756
+4,704
289
$3.49M 0.02%
27,838
-2,164
290
$3.46M 0.02%
75,924
+193
291
$3.46M 0.02%
66,131
-5,770
292
$3.45M 0.02%
22,310
+10,410
293
$3.43M 0.02%
82,933
-2,226
294
$3.43M 0.02%
51,192
+2,934
295
$3.42M 0.02%
24,159
+1,318
296
$3.4M 0.02%
43,652
-1,057
297
$3.38M 0.02%
54,730
+28,875
298
$3.37M 0.02%
23,389
-6,063
299
$3.36M 0.02%
53,692
-10,336
300
$3.31M 0.02%
67,873
+2,233
10 11
12
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