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
3301
$15K ﹤0.01%
+1,300
3302
$15K ﹤0.01%
1,120
3303
$15K ﹤0.01%
250
3304
$15K ﹤0.01%
300
3305
$15K ﹤0.01%
577
+195
3306
$15K ﹤0.01%
1,100
3307
$15K ﹤0.01%
246
-52
3308
$15K ﹤0.01%
+4
3309
$15K ﹤0.01%
231
3310
$15K ﹤0.01%
200
+90
3311
$15K ﹤0.01%
195
3312
$15K ﹤0.01%
871
+700
3313
$15K ﹤0.01%
2,204
3314
$15K ﹤0.01%
338
-206
3315
$15K ﹤0.01%
+2
3316
$15K ﹤0.01%
+1,500
3317
$15K ﹤0.01%
455
3318
$15K ﹤0.01%
+201
3319
$15K ﹤0.01%
690
-500
3320
$15K ﹤0.01%
1,106
-141
3321
$15K ﹤0.01%
900
3322
$15K ﹤0.01%
1,000
3323
$15K ﹤0.01%
600
3324
$15K ﹤0.01%
+1,000
3325
$15K ﹤0.01%
10
131 132
133
134 135