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
3126
$20K ﹤0.01%
402
+180
3127
$20K ﹤0.01%
1,715
-200
3128
$20K ﹤0.01%
624
+2
3129
$20K ﹤0.01%
178
-147
3130
$20K ﹤0.01%
56
+18
3131
$20K ﹤0.01%
2,358
+40
3132
$20K ﹤0.01%
133
+120
3133
$20K ﹤0.01%
310
3134
$20K ﹤0.01%
296
-1,010
3135
$20K ﹤0.01%
500
3136
$20K ﹤0.01%
1,963
+15
3137
$20K ﹤0.01%
2,000
-100
3138
$20K ﹤0.01%
605
3139
$20K ﹤0.01%
500
+300
3140
$20K ﹤0.01%
1,262
3141
$20K ﹤0.01%
2,900
-9,350
3142
$20K ﹤0.01%
800
-38
3143
$20K ﹤0.01%
300
3144
$20K ﹤0.01%
1,100
3145
$20K ﹤0.01%
639
-469
3146
$20K ﹤0.01%
2,628
3147
$20K ﹤0.01%
1,100
3148
$20K ﹤0.01%
6,404
3149
$20K ﹤0.01%
9
3150
$19K ﹤0.01%
444
+81
124 125
126
127 128