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
3451
$12K ﹤0.01%
330
3452
$12K ﹤0.01%
628
-1,972
3453
$12K ﹤0.01%
913
-413
3454
$12K ﹤0.01%
500
3455
$12K ﹤0.01%
+239
3456
$12K ﹤0.01%
886
-1,798
3457
$12K ﹤0.01%
543
+25
3458
$12K ﹤0.01%
1,882
+82
3459
$12K ﹤0.01%
455
3460
$12K ﹤0.01%
335
-327
3461
$12K ﹤0.01%
274
3462
$12K ﹤0.01%
7,500
3463
$12K ﹤0.01%
1,102
3464
$12K ﹤0.01%
437
3465
$12K ﹤0.01%
527
3466
$12K ﹤0.01%
+1,007
3467
$12K ﹤0.01%
1,270
+577
3468
$12K ﹤0.01%
200
-345
3469
$12K ﹤0.01%
100
3470
$12K ﹤0.01%
128
+109
3471
$12K ﹤0.01%
70
3472
$12K ﹤0.01%
153
3473
$12K ﹤0.01%
5,700
+3,011
3474
$12K ﹤0.01%
100
3475
$12K ﹤0.01%
2,649
137 138
139
140 141