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
3576
$10K ﹤0.01%
698
3577
$10K ﹤0.01%
6,200
+4,000
3578
$10K ﹤0.01%
+300
3579
$10K ﹤0.01%
448
3580
$10K ﹤0.01%
148
3581
$10K ﹤0.01%
1,058
-1,996
3582
$10K ﹤0.01%
800
-3,500
3583
$10K ﹤0.01%
558
+237
3584
$10K ﹤0.01%
158
-47
3585
$10K ﹤0.01%
+900
3586
$10K ﹤0.01%
410
3587
$10K ﹤0.01%
204
3588
$10K ﹤0.01%
210
-1,200
3589
$10K ﹤0.01%
727
3590
$9K ﹤0.01%
+400
3591
$9K ﹤0.01%
120
+48
3592
$9K ﹤0.01%
2,275
-1,600
3593
$9K ﹤0.01%
236
3594
$9K ﹤0.01%
67
3595
$9K ﹤0.01%
255
-229
3596
$9K ﹤0.01%
+353
3597
$9K ﹤0.01%
600
+320
3598
$9K ﹤0.01%
622
+269
3599
$9K ﹤0.01%
300
-1,615
3600
$9K ﹤0.01%
661
142 143
144
145 146