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
3551
$10K ﹤0.01%
1,100
-300
3552
$10K ﹤0.01%
320
3553
$10K ﹤0.01%
2,000
-10,129
3554
$10K ﹤0.01%
1,850
-250
3555
$10K ﹤0.01%
925
-250
3556
$10K ﹤0.01%
300
-175
3557
$10K ﹤0.01%
300
3558
$10K ﹤0.01%
400
3559
$10K ﹤0.01%
775
-303
3560
$10K ﹤0.01%
592
+400
3561
$10K ﹤0.01%
80
-136
3562
$10K ﹤0.01%
+161
3563
$10K ﹤0.01%
269
3564
$10K ﹤0.01%
1,000
3565
$10K ﹤0.01%
+29
3566
$10K ﹤0.01%
836
+42
3567
$10K ﹤0.01%
+1,500
3568
$10K ﹤0.01%
+750
3569
$10K ﹤0.01%
560
-8
3570
$10K ﹤0.01%
487
3571
$10K ﹤0.01%
450
-805
3572
$10K ﹤0.01%
262
-400
3573
$10K ﹤0.01%
300
-200
3574
$10K ﹤0.01%
1,000
3575
$10K ﹤0.01%
365
+80
141 142
143
144 145