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 5.13%
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
326
$2.99M 0.02%
128,922
+28,109
327
$2.98M 0.02%
42,925
-634
328
$2.96M 0.02%
16,995
-248
329
$2.95M 0.01%
28,636
+2,081
330
$2.94M 0.01%
52,182
+9,060
331
$2.94M 0.01%
51,766
+348
332
$2.93M 0.01%
24,793
+84
333
$2.91M 0.01%
19,983
-1,198
334
$2.91M 0.01%
37,330
-1,892
335
$2.85M 0.01%
45,073
336
$2.85M 0.01%
58,032
+3,972
337
$2.85M 0.01%
23,802
-3,034
338
$2.84M 0.01%
90,816
-21,784
339
$2.84M 0.01%
110,406
-142
340
$2.82M 0.01%
14,255
+721
341
$2.82M 0.01%
22,615
+180
342
$2.81M 0.01%
87,969
+14,645
343
$2.81M 0.01%
27,988
+1,506
344
$2.78M 0.01%
235,522
+2,989
345
$2.78M 0.01%
9,670
-13
346
$2.77M 0.01%
18,251
+1,677
347
$2.77M 0.01%
77,447
-791
348
$2.76M 0.01%
129,439
-70,582
349
$2.73M 0.01%
29,178
+1,782
350
$2.72M 0.01%
60,995
-13,259
12 13
14
15 16