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
3176
$19K ﹤0.01%
+1,000
3177
$19K ﹤0.01%
1,044
3178
$18K ﹤0.01%
1,200
3179
$18K ﹤0.01%
562
-9,122
3180
$18K ﹤0.01%
764
3181
$18K ﹤0.01%
500
-10,000
3182
$18K ﹤0.01%
364
-158
3183
$18K ﹤0.01%
+1,000
3184
$18K ﹤0.01%
231
3185
$18K ﹤0.01%
2,200
3186
$18K ﹤0.01%
2,400
+2,000
3187
$18K ﹤0.01%
2,608
-32,363
3188
$18K ﹤0.01%
368
+38
3189
$18K ﹤0.01%
1,031
3190
$18K ﹤0.01%
374
3191
$18K ﹤0.01%
2,320
3192
$18K ﹤0.01%
500
-200
3193
$18K ﹤0.01%
163
+92
3194
$18K ﹤0.01%
1,220
-1,468
3195
$18K ﹤0.01%
400
3196
$18K ﹤0.01%
497
-1,819
3197
$18K ﹤0.01%
591
+19
3198
$18K ﹤0.01%
4,575
3199
$18K ﹤0.01%
1,363
3200
$18K ﹤0.01%
762
-494
126 127
128
129 130