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 3.68%
4 Healthcare 2.31%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
$11K ﹤0.01%
800
3502
$11K ﹤0.01%
166
3503
$11K ﹤0.01%
1,543
+356
3504
$11K ﹤0.01%
302
+90
3505
$11K ﹤0.01%
+1,262
3506
$11K ﹤0.01%
624
+28
3507
$11K ﹤0.01%
338
-146
3508
$11K ﹤0.01%
980
3509
$11K ﹤0.01%
418
+18
3510
$11K ﹤0.01%
530
+30
3511
$11K ﹤0.01%
217
3512
– –
0
3513
$11K ﹤0.01%
450
+200
3514
$11K ﹤0.01%
206
3515
$11K ﹤0.01%
1,488
3516
$11K ﹤0.01%
4,900
+500
3517
$11K ﹤0.01%
+1,000
3518
$11K ﹤0.01%
912
3519
$11K ﹤0.01%
275
3520
$11K ﹤0.01%
300
-3,496
3521
$11K ﹤0.01%
11,500
+8,500
3522
$11K ﹤0.01%
260
+200
3523
$11K ﹤0.01%
228
3524
$11K ﹤0.01%
955
-46
3525
$11K ﹤0.01%
900
139 140
141
142 143