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
3601
$9K ﹤0.01%
+1,189
3602
$9K ﹤0.01%
1,521
+171
3603
$9K ﹤0.01%
+1,121
3604
$9K ﹤0.01%
600
3605
$9K ﹤0.01%
10
3606
$9K ﹤0.01%
300
-127
3607
$9K ﹤0.01%
57
3608
$9K ﹤0.01%
14
3609
$9K ﹤0.01%
300
3610
$9K ﹤0.01%
577
3611
$9K ﹤0.01%
3,778
3612
$9K ﹤0.01%
600
+250
3613
$9K ﹤0.01%
437
3614
$9K ﹤0.01%
6,379
-3,422
3615
$9K ﹤0.01%
2,045
+400
3616
$9K ﹤0.01%
2,573
-9,100
3617
$9K ﹤0.01%
263
-92
3618
$9K ﹤0.01%
1,313
3619
$9K ﹤0.01%
+634
3620
$9K ﹤0.01%
525
-230
3621
$9K ﹤0.01%
104
3622
$9K ﹤0.01%
300
3623
$9K ﹤0.01%
245
3624
$9K ﹤0.01%
3,147
-3,432
3625
$9K ﹤0.01%
600
143 144
145
146 147