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
3376
$13K ﹤0.01%
237
-100
3377
$13K ﹤0.01%
375
3378
$13K ﹤0.01%
568
3379
$13K ﹤0.01%
383
3380
$13K ﹤0.01%
+1,000
3381
$13K ﹤0.01%
1,000
3382
$13K ﹤0.01%
3,740
3383
$13K ﹤0.01%
230
-11
3384
$13K ﹤0.01%
145
-31
3385
$13K ﹤0.01%
272
-20
3386
$13K ﹤0.01%
320
+198
3387
$13K ﹤0.01%
186
3388
$13K ﹤0.01%
205
+17
3389
$13K ﹤0.01%
925
-500
3390
$13K ﹤0.01%
525
+125
3391
$13K ﹤0.01%
+338
3392
$13K ﹤0.01%
1,300
-86
3393
$13K ﹤0.01%
401
+57
3394
$13K ﹤0.01%
308
3395
$13K ﹤0.01%
21
3396
$13K ﹤0.01%
600
-8,500
3397
$13K ﹤0.01%
114
+55
3398
$13K ﹤0.01%
300
3399
$13K ﹤0.01%
200
3400
$13K ﹤0.01%
593
134 135
136
137 138