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
3326
$15K ﹤0.01%
1,500
+500
3327
$15K ﹤0.01%
6,402
-7,138
3328
$15K ﹤0.01%
5,081
-301
3329
$15K ﹤0.01%
32,091
3330
$15K ﹤0.01%
300
3331
$15K ﹤0.01%
3,178
+3,073
3332
$14K ﹤0.01%
2,200
3333
$14K ﹤0.01%
650
3334
$14K ﹤0.01%
400
-2
3335
$14K ﹤0.01%
86
3336
$14K ﹤0.01%
489
3337
$14K ﹤0.01%
250
+104
3338
$14K ﹤0.01%
1,037
+517
3339
$14K ﹤0.01%
+578
3340
$14K ﹤0.01%
141
-69
3341
$14K ﹤0.01%
600
+500
3342
$14K ﹤0.01%
776
3343
$14K ﹤0.01%
400
-120
3344
$14K ﹤0.01%
+700
3345
$14K ﹤0.01%
+476
3346
$14K ﹤0.01%
606
3347
$14K ﹤0.01%
+3,000
3348
$14K ﹤0.01%
2,695
-2,400
3349
$14K ﹤0.01%
6,438
+125
3350
$14K ﹤0.01%
375
132 133
134
135 136