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
3351
$14K ﹤0.01%
200
3352
$14K ﹤0.01%
+308
3353
$14K ﹤0.01%
3,341
-171
3354
$14K ﹤0.01%
1,120
-450
3355
$14K ﹤0.01%
500
3356
$14K ﹤0.01%
663
+175
3357
$14K ﹤0.01%
412
-549
3358
$14K ﹤0.01%
500
3359
$14K ﹤0.01%
2,000
3360
$14K ﹤0.01%
+42
3361
$14K ﹤0.01%
1,604
-1,896
3362
$14K ﹤0.01%
2,500
3363
$14K ﹤0.01%
+217
3364
$14K ﹤0.01%
4,000
3365
$14K ﹤0.01%
923
3366
$14K ﹤0.01%
1,198
3367
$14K ﹤0.01%
650
+550
3368
$14K ﹤0.01%
3,000
-4,000
3369
$14K ﹤0.01%
2,000
+135
3370
$14K ﹤0.01%
15,300
+7,850
3371
$14K ﹤0.01%
633
-147
3372
$14K ﹤0.01%
405
3373
$14K ﹤0.01%
892
3374
$13K ﹤0.01%
+498
3375
$13K ﹤0.01%
2,756
+2,410
133 134
135
136 137