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
3076
$22K ﹤0.01%
454
+450
3077
$22K ﹤0.01%
350
3078
$22K ﹤0.01%
1,000
3079
$22K ﹤0.01%
1,328
-355
3080
$22K ﹤0.01%
1,702
+24
3081
$22K ﹤0.01%
807
+657
3082
$22K ﹤0.01%
192
-70
3083
$22K ﹤0.01%
1,000
3084
$22K ﹤0.01%
745
-127
3085
$22K ﹤0.01%
257
-10
3086
$22K ﹤0.01%
1,290
3087
$22K ﹤0.01%
674
3088
$22K ﹤0.01%
568
3089
$22K ﹤0.01%
3,603
+3,597
3090
$22K ﹤0.01%
1,850
+1,200
3091
$21K ﹤0.01%
1,372
+150
3092
$21K ﹤0.01%
1,839
+1,439
3093
$21K ﹤0.01%
1,612
+1,600
3094
$21K ﹤0.01%
598
+118
3095
$21K ﹤0.01%
6,564
3096
$21K ﹤0.01%
2,246
+2,000
3097
$21K ﹤0.01%
827
3098
$21K ﹤0.01%
500
3099
$21K ﹤0.01%
65,049
3100
$21K ﹤0.01%
1,371
+366
122 123
124
125 126