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
3676
$8K ﹤0.01%
100
3677
$8K ﹤0.01%
200
-27
3678
$8K ﹤0.01%
400
-444
3679
$8K ﹤0.01%
500
3680
$8K ﹤0.01%
1,641
3681
$8K ﹤0.01%
1,000
3682
$8K ﹤0.01%
205
3683
$8K ﹤0.01%
15,812
3684
$8K ﹤0.01%
250
3685
$8K ﹤0.01%
+250
3686
$8K ﹤0.01%
674
-105
3687
$8K ﹤0.01%
+187
3688
$8K ﹤0.01%
100
3689
$8K ﹤0.01%
300
+100
3690
$8K ﹤0.01%
62
3691
$8K ﹤0.01%
1,246
+4
3692
$8K ﹤0.01%
326
-266
3693
$8K ﹤0.01%
90
-1
3694
$8K ﹤0.01%
467
3695
$8K ﹤0.01%
278
-280
3696
$8K ﹤0.01%
184
-9
3697
$8K ﹤0.01%
500
3698
$8K ﹤0.01%
500
3699
$8K ﹤0.01%
4,787
+4,687
3700
$8K ﹤0.01%
500
146 147
148
149 150