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 5.13%
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
301
$3.29M 0.02%
20,006
-3
302
$3.27M 0.02%
29,318
-1,833
303
$3.26M 0.02%
36,120
+391
304
$3.26M 0.02%
63,897
+11,902
305
$3.25M 0.02%
48,154
+3,066
306
$3.23M 0.02%
53,211
-1,555
307
$3.23M 0.02%
53,950
-2,066
308
$3.21M 0.02%
59,085
-2,970
309
$3.2M 0.02%
206,537
+158,972
310
$3.2M 0.02%
4,975
311
$3.18M 0.02%
59,178
-14,543
312
$3.15M 0.02%
16,755
+418
313
$3.15M 0.02%
223,232
+4,275
314
$3.14M 0.02%
78,789
-255
315
$3.12M 0.02%
54,423
-2,318
316
$3.12M 0.02%
90,338
+3,275
317
$3.08M 0.02%
143,411
+91,536
318
$3.08M 0.02%
23,276
+1,172
319
$3.08M 0.02%
36,103
-592
320
$3.08M 0.02%
124,102
+24,216
321
$3.05M 0.02%
21,668
-4,730
322
$3.02M 0.02%
86,372
+2,214
323
$3.02M 0.02%
86,308
+6,672
324
$3.01M 0.02%
18,847
-230
325
$2.99M 0.02%
109,738
+107,882
11 12
13
14 15