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
3476
$12K ﹤0.01%
66
-400
3477
$12K ﹤0.01%
378
-58
3478
$12K ﹤0.01%
882
3479
$12K ﹤0.01%
860
3480
$12K ﹤0.01%
450
+409
3481
$12K ﹤0.01%
1,933
3482
$12K ﹤0.01%
+200
3483
$11K ﹤0.01%
750
3484
$11K ﹤0.01%
649
3485
$11K ﹤0.01%
4,427
+10
3486
$11K ﹤0.01%
+405
3487
$11K ﹤0.01%
435
3488
$11K ﹤0.01%
574
-320
3489
$11K ﹤0.01%
675
3490
$11K ﹤0.01%
525
3491
$11K ﹤0.01%
+1,000
3492
$11K ﹤0.01%
228
3493
$11K ﹤0.01%
955
-46
3494
$11K ﹤0.01%
900
3495
$11K ﹤0.01%
2,600
+100
3496
$11K ﹤0.01%
69
-2
3497
$11K ﹤0.01%
500
3498
$11K ﹤0.01%
440
3499
$11K ﹤0.01%
2,640
-907
3500
$11K ﹤0.01%
260
138 139
140
141 142