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
3226
$17K ﹤0.01%
67
-92
3227
$17K ﹤0.01%
161
-240
3228
$17K ﹤0.01%
1,227
-2
3229
$17K ﹤0.01%
45
+42
3230
$17K ﹤0.01%
1,518
-7,238
3231
$17K ﹤0.01%
2,046
-1,954
3232
$17K ﹤0.01%
120
+109
3233
$17K ﹤0.01%
1,300
3234
$17K ﹤0.01%
646
3235
$17K ﹤0.01%
1,510
3236
$17K ﹤0.01%
5,360
-320
3237
$17K ﹤0.01%
20
3238
$17K ﹤0.01%
8
+4
3239
$17K ﹤0.01%
1,150
-150
3240
$16K ﹤0.01%
551
+343
3241
$16K ﹤0.01%
1,000
3242
$16K ﹤0.01%
1,155
-2,960
3243
$16K ﹤0.01%
475
+75
3244
$16K ﹤0.01%
2,000
3245
$16K ﹤0.01%
+1,000
3246
$16K ﹤0.01%
500
3247
$16K ﹤0.01%
419
-11,689
3248
$16K ﹤0.01%
308
3249
$16K ﹤0.01%
857
-978
3250
$16K ﹤0.01%
590
+450
128 129
130
131 132