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
3101
$21K ﹤0.01%
576
-539
3102
$21K ﹤0.01%
+290
3103
$21K ﹤0.01%
812
3104
$21K ﹤0.01%
1,205
3105
$21K ﹤0.01%
900
+500
3106
$21K ﹤0.01%
469
-179
3107
$21K ﹤0.01%
1,261
+866
3108
$21K ﹤0.01%
1,269
-510
3109
$21K ﹤0.01%
6,667
-1,521
3110
$21K ﹤0.01%
2,000
3111
$21K ﹤0.01%
7,250
+73
3112
$21K ﹤0.01%
2,003
+400
3113
$21K ﹤0.01%
3,767
3114
$20K ﹤0.01%
1,200
3115
$20K ﹤0.01%
1,684
+616
3116
$20K ﹤0.01%
1,941
+100
3117
$20K ﹤0.01%
791
3118
$20K ﹤0.01%
1,337
+15
3119
$20K ﹤0.01%
1,300
3120
$20K ﹤0.01%
+172
3121
$20K ﹤0.01%
610
+30
3122
$20K ﹤0.01%
3,932
-1,507
3123
$20K ﹤0.01%
+1,000
3124
$20K ﹤0.01%
7,500
-3,000
3125
$20K ﹤0.01%
2,000
+800
123 124
125
126 127