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
3426
$12K ﹤0.01%
1,543
3427
$12K ﹤0.01%
335
+215
3428
$12K ﹤0.01%
127
+27
3429
$12K ﹤0.01%
328
3430
$12K ﹤0.01%
178
-170
3431
$12K ﹤0.01%
154
+5
3432
$12K ﹤0.01%
300
3433
$12K ﹤0.01%
377
+1
3434
$12K ﹤0.01%
200
3435
$12K ﹤0.01%
507
-1,327
3436
$12K ﹤0.01%
179
+167
3437
$12K ﹤0.01%
350
3438
$12K ﹤0.01%
419
+22
3439
$12K ﹤0.01%
1,002
3440
$12K ﹤0.01%
274
+74
3441
$12K ﹤0.01%
300
3442
$12K ﹤0.01%
1,644
-4,157
3443
$12K ﹤0.01%
344
+1
3444
$12K ﹤0.01%
2,280
3445
$12K ﹤0.01%
267
3446
$12K ﹤0.01%
164
-44
3447
$12K ﹤0.01%
+282
3448
$12K ﹤0.01%
1,004
+1,000
3449
$12K ﹤0.01%
235
+35
3450
$12K ﹤0.01%
702
136 137
138
139 140