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
3626
$9K ﹤0.01%
2,573
-9,100
3627
$9K ﹤0.01%
806
+100
3628
$9K ﹤0.01%
461
3629
$9K ﹤0.01%
102
3630
$9K ﹤0.01%
255
-229
3631
$9K ﹤0.01%
+353
3632
$9K ﹤0.01%
600
+320
3633
$9K ﹤0.01%
300
-1,615
3634
$9K ﹤0.01%
2,045
+400
3635
$9K ﹤0.01%
263
-92
3636
$9K ﹤0.01%
256
3637
$9K ﹤0.01%
+505
3638
$9K ﹤0.01%
622
+269
3639
$9K ﹤0.01%
661
3640
$9K ﹤0.01%
+1,189
3641
$9K ﹤0.01%
1,521
+171
3642
$9K ﹤0.01%
+1,121
3643
$9K ﹤0.01%
450
3644
$9K ﹤0.01%
1,063
3645
$9K ﹤0.01%
550
-150
3646
$9K ﹤0.01%
+1,000
3647
$9K ﹤0.01%
400
+200
3648
$8K ﹤0.01%
+299
3649
$8K ﹤0.01%
265
3650
$8K ﹤0.01%
200
144 145
146
147 148