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
2976
$25K ﹤0.01%
1,050
-3,120
2977
$25K ﹤0.01%
336
2978
$25K ﹤0.01%
1,956
2979
$25K ﹤0.01%
10,121
-778
2980
$25K ﹤0.01%
602
2981
$25K ﹤0.01%
908
2982
$25K ﹤0.01%
31
+5
2983
$25K ﹤0.01%
462
-65
2984
$25K ﹤0.01%
340
2985
$25K ﹤0.01%
+950
2986
$25K ﹤0.01%
870
+770
2987
$25K ﹤0.01%
2,000
2988
$25K ﹤0.01%
982
2989
$25K ﹤0.01%
1,000
-1,518
2990
$25K ﹤0.01%
+500
2991
$25K ﹤0.01%
799
+249
2992
$24K ﹤0.01%
1,648
2993
$24K ﹤0.01%
1,425
2994
$24K ﹤0.01%
4,000
2995
$24K ﹤0.01%
1,201
-508
2996
$24K ﹤0.01%
5,055
+2,000
2997
$24K ﹤0.01%
2,776
+526
2998
$24K ﹤0.01%
562
-48
2999
$24K ﹤0.01%
360
+175
3000
$24K ﹤0.01%
6,909
-27,336
118 119
120
121 122