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
3051
$23K ﹤0.01%
276
+220
3052
$23K ﹤0.01%
1,050
-150
3053
$23K ﹤0.01%
605
3054
$23K ﹤0.01%
1,530
3055
$23K ﹤0.01%
3,000
3056
$23K ﹤0.01%
5,000
-4,650
3057
$23K ﹤0.01%
1,655
3058
$22K ﹤0.01%
+1,023
3059
$22K ﹤0.01%
+1,000
3060
$22K ﹤0.01%
3,007
3061
$22K ﹤0.01%
2,944
-136,305
3062
$22K ﹤0.01%
740
+615
3063
$22K ﹤0.01%
+20
3064
$22K ﹤0.01%
1,022
-1,277
3065
$22K ﹤0.01%
400
3066
$22K ﹤0.01%
5,200
-28,333
3067
$22K ﹤0.01%
183
+30
3068
$22K ﹤0.01%
1,430
3069
$22K ﹤0.01%
343
3070
$22K ﹤0.01%
1,133
+133
3071
$22K ﹤0.01%
1,030
3072
$22K ﹤0.01%
1,493
-2,099
3073
$22K ﹤0.01%
516
3074
$22K ﹤0.01%
+1,000
3075
$22K ﹤0.01%
1,309
-19,250
121 122
123
124 125