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
3651
$8K ﹤0.01%
184
-9
3652
$8K ﹤0.01%
500
3653
$8K ﹤0.01%
200
+28
3654
$8K ﹤0.01%
+299
3655
$8K ﹤0.01%
265
3656
$8K ﹤0.01%
200
3657
$8K ﹤0.01%
194
-7,456
3658
$8K ﹤0.01%
17
3659
$8K ﹤0.01%
92
-100
3660
$8K ﹤0.01%
200
3661
$8K ﹤0.01%
200
-1,100
3662
$8K ﹤0.01%
211
3663
$8K ﹤0.01%
700
3664
$8K ﹤0.01%
153
3665
$8K ﹤0.01%
300
-1,000
3666
$8K ﹤0.01%
202
3667
$8K ﹤0.01%
302
+300
3668
$8K ﹤0.01%
285
3669
$8K ﹤0.01%
+125
3670
$8K ﹤0.01%
1,065
+500
3671
$8K ﹤0.01%
408
-820
3672
$8K ﹤0.01%
+203
3673
$8K ﹤0.01%
300
3674
$8K ﹤0.01%
+415
3675
$8K ﹤0.01%
295
145 146
147
148 149