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
3201
$18K ﹤0.01%
955
3202
$18K ﹤0.01%
848
-693
3203
$17K ﹤0.01%
2,883
-1,501
3204
$17K ﹤0.01%
673
3205
$17K ﹤0.01%
787
3206
$17K ﹤0.01%
1,100
-58
3207
$17K ﹤0.01%
193
-297
3208
$17K ﹤0.01%
32
+5
3209
$17K ﹤0.01%
5,500
3210
$17K ﹤0.01%
37
+24
3211
$17K ﹤0.01%
245
+200
3212
$17K ﹤0.01%
680
+240
3213
$17K ﹤0.01%
500
3214
$17K ﹤0.01%
100
3215
$17K ﹤0.01%
221
+36
3216
$17K ﹤0.01%
1,455
3217
$17K ﹤0.01%
1,000
-15,857
3218
$17K ﹤0.01%
+860
3219
$17K ﹤0.01%
1,000
3220
$17K ﹤0.01%
1,060
-37
3221
$17K ﹤0.01%
1,250
+1,000
3222
$17K ﹤0.01%
1,030
+102
3223
$17K ﹤0.01%
324
3224
$17K ﹤0.01%
550
-366
3225
$17K ﹤0.01%
19,750
-5,525
127 128
129
130 131