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
3401
$13K ﹤0.01%
220
-120
3402
$13K ﹤0.01%
1,000
3403
$13K ﹤0.01%
200
3404
$13K ﹤0.01%
500
-1,000
3405
$13K ﹤0.01%
600
-355
3406
$13K ﹤0.01%
556
-405
3407
$13K ﹤0.01%
225
3408
$13K ﹤0.01%
5,500
3409
$13K ﹤0.01%
460
-8
3410
$13K ﹤0.01%
371
+215
3411
$13K ﹤0.01%
+40
3412
$13K ﹤0.01%
1,965
-19,535
3413
$13K ﹤0.01%
11
3414
$13K ﹤0.01%
1,900
3415
$13K ﹤0.01%
169
-62
3416
$13K ﹤0.01%
558
-90
3417
$13K ﹤0.01%
1,044
+44
3418
$13K ﹤0.01%
750
+740
3419
$13K ﹤0.01%
1,000
3420
$13K ﹤0.01%
110
-1
3421
$13K ﹤0.01%
+120
3422
$13K ﹤0.01%
1,066
-22
3423
$13K ﹤0.01%
675
3424
$13K ﹤0.01%
324
-156
3425
$12K ﹤0.01%
573
135 136
137
138 139