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
3001
$24K ﹤0.01%
700
3002
$24K ﹤0.01%
600
3003
$24K ﹤0.01%
496
-130
3004
$24K ﹤0.01%
2,293
+893
3005
$24K ﹤0.01%
883
+405
3006
$24K ﹤0.01%
593
-82
3007
$24K ﹤0.01%
501
-9
3008
$24K ﹤0.01%
6,700
-1,230
3009
$24K ﹤0.01%
712
+1
3010
$24K ﹤0.01%
586
-32
3011
$24K ﹤0.01%
500
3012
$24K ﹤0.01%
1,600
+100
3013
$24K ﹤0.01%
7,611
-389
3014
$24K ﹤0.01%
1,500
+300
3015
$24K ﹤0.01%
409
-6
3016
$24K ﹤0.01%
316
+312
3017
$24K ﹤0.01%
2,099
-9,223
3018
$24K ﹤0.01%
1,217
+17
3019
$24K ﹤0.01%
1,625
3020
$24K ﹤0.01%
4,025
3021
$24K ﹤0.01%
1,899
-200
3022
$24K ﹤0.01%
17,794
+1
3023
$24K ﹤0.01%
500
-100
3024
$24K ﹤0.01%
2,244
+1,914
3025
$24K ﹤0.01%
2,010
+10
119 120
121
122 123