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
3026
$23K ﹤0.01%
1,095
3027
$23K ﹤0.01%
140
3028
$23K ﹤0.01%
1,562
3029
$23K ﹤0.01%
300
3030
$23K ﹤0.01%
223
+75
3031
$23K ﹤0.01%
950
-178
3032
$23K ﹤0.01%
245
+167
3033
$23K ﹤0.01%
500
+200
3034
$23K ﹤0.01%
1,000
3035
$23K ﹤0.01%
5,495
+200
3036
$23K ﹤0.01%
2,541
3037
$23K ﹤0.01%
507
3038
$23K ﹤0.01%
800
-16
3039
$23K ﹤0.01%
812
-44
3040
$23K ﹤0.01%
+438
3041
$23K ﹤0.01%
1,626
3042
$23K ﹤0.01%
411
-94
3043
$23K ﹤0.01%
14,875
-39
3044
$23K ﹤0.01%
1,503
+803
3045
$23K ﹤0.01%
600
3046
$23K ﹤0.01%
438
3047
$23K ﹤0.01%
1,800
+300
3048
$23K ﹤0.01%
+2,954
3049
$23K ﹤0.01%
76
+68
3050
$23K ﹤0.01%
495
120 121
122
123 124