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
3526
$11K ﹤0.01%
68
-30
3527
$11K ﹤0.01%
2,600
+100
3528
$11K ﹤0.01%
69
-2
3529
$11K ﹤0.01%
500
3530
$11K ﹤0.01%
440
3531
$10K ﹤0.01%
+990
3532
$10K ﹤0.01%
350
3533
$10K ﹤0.01%
+668
3534
$10K ﹤0.01%
153
3535
$10K ﹤0.01%
+600
3536
$10K ﹤0.01%
400
-3,345
3537
$10K ﹤0.01%
263
3538
$10K ﹤0.01%
312
+30
3539
$10K ﹤0.01%
1,000
3540
$10K ﹤0.01%
12,000
3541
$10K ﹤0.01%
209
3542
$10K ﹤0.01%
195
-13
3543
$10K ﹤0.01%
+450
3544
$10K ﹤0.01%
94
-49
3545
$10K ﹤0.01%
2,000
3546
$10K ﹤0.01%
+224
3547
$10K ﹤0.01%
523
+1
3548
$10K ﹤0.01%
1,100
-300
3549
$10K ﹤0.01%
320
3550
$10K ﹤0.01%
2,000
-10,129
140 141
142
143 144