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
3276
$16K ﹤0.01%
300
3277
$16K ﹤0.01%
233
-73
3278
$16K ﹤0.01%
1,000
3279
$16K ﹤0.01%
7,900
+400
3280
$16K ﹤0.01%
816
3281
$16K ﹤0.01%
576
3282
$16K ﹤0.01%
683
+200
3283
$16K ﹤0.01%
300
3284
$16K ﹤0.01%
616
+319
3285
$15K ﹤0.01%
1,258
-52
3286
$15K ﹤0.01%
+900
3287
$15K ﹤0.01%
726
+526
3288
$15K ﹤0.01%
1,000
-700
3289
$15K ﹤0.01%
836
3290
$15K ﹤0.01%
600
3291
$15K ﹤0.01%
260
3292
$15K ﹤0.01%
457
3293
$15K ﹤0.01%
256
-153
3294
$15K ﹤0.01%
859
3295
$15K ﹤0.01%
775
3296
$15K ﹤0.01%
+640
3297
$15K ﹤0.01%
+1,100
3298
$15K ﹤0.01%
1,000
3299
$15K ﹤0.01%
321
3300
$15K ﹤0.01%
1,000
130 131
132
133 134