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
3601
$9K ﹤0.01%
3,147
-3,432
3602
$9K ﹤0.01%
600
3603
$9K ﹤0.01%
311
+300
3604
$9K ﹤0.01%
83
3605
$9K ﹤0.01%
331
-118
3606
$9K ﹤0.01%
1
3607
$9K ﹤0.01%
+1,500
3608
$9K ﹤0.01%
398
+358
3609
$9K ﹤0.01%
1,091
3610
$9K ﹤0.01%
600
3611
$9K ﹤0.01%
1
3612
$9K ﹤0.01%
300
-127
3613
$9K ﹤0.01%
57
3614
$9K ﹤0.01%
14
3615
$9K ﹤0.01%
300
3616
$9K ﹤0.01%
577
3617
$9K ﹤0.01%
103
+87
3618
$9K ﹤0.01%
+600
3619
$9K ﹤0.01%
3,778
3620
$9K ﹤0.01%
600
+250
3621
$9K ﹤0.01%
437
3622
$9K ﹤0.01%
6,379
-3,422
3623
$9K ﹤0.01%
300
3624
$9K ﹤0.01%
11,000
3625
$9K ﹤0.01%
207
143 144
145
146 147