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
3251
$16K ﹤0.01%
900
-105
3252
$16K ﹤0.01%
690
-500
3253
$16K ﹤0.01%
642
+386
3254
$16K ﹤0.01%
500
3255
$16K ﹤0.01%
456
-715
3256
$16K ﹤0.01%
566
3257
$16K ﹤0.01%
300
3258
$16K ﹤0.01%
+1,711
3259
$16K ﹤0.01%
450
+200
3260
$16K ﹤0.01%
+800
3261
$16K ﹤0.01%
878
+28
3262
$16K ﹤0.01%
239
+186
3263
$16K ﹤0.01%
1,000
3264
$16K ﹤0.01%
2,050
3265
$16K ﹤0.01%
1,161
3266
$16K ﹤0.01%
400
3267
$16K ﹤0.01%
3,200
+200
3268
$16K ﹤0.01%
250
3269
$16K ﹤0.01%
147
+132
3270
$16K ﹤0.01%
501
3271
$16K ﹤0.01%
331
3272
$16K ﹤0.01%
+500
3273
$16K ﹤0.01%
1,019
+769
3274
$16K ﹤0.01%
314
-140
3275
$16K ﹤0.01%
400
129 130
131
132 133