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
3151
$19K ﹤0.01%
500
3152
$19K ﹤0.01%
300
3153
$19K ﹤0.01%
3
-1
3154
$19K ﹤0.01%
1,634
-3,100
3155
$19K ﹤0.01%
469
+1
3156
$19K ﹤0.01%
1,615
3157
$19K ﹤0.01%
+1,300
3158
$19K ﹤0.01%
530
+128
3159
$19K ﹤0.01%
800
+400
3160
$19K ﹤0.01%
1,198
-167
3161
$19K ﹤0.01%
6,858
+1,143
3162
$19K ﹤0.01%
212
3163
$19K ﹤0.01%
278
3164
$19K ﹤0.01%
647
+315
3165
$19K ﹤0.01%
+474
3166
$19K ﹤0.01%
1,214
3167
$19K ﹤0.01%
443
-65
3168
$19K ﹤0.01%
787
3169
$19K ﹤0.01%
933
-367
3170
$19K ﹤0.01%
500
3171
$19K ﹤0.01%
146
3172
$19K ﹤0.01%
1,000
3173
$19K ﹤0.01%
1,500
+125
3174
$19K ﹤0.01%
1,073
3175
$19K ﹤0.01%
10,455
-865
125 126
127
128 129