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
3701
$8K ﹤0.01%
90
-1
3702
$8K ﹤0.01%
467
3703
$8K ﹤0.01%
500
3704
$8K ﹤0.01%
4,787
+4,687
3705
$8K ﹤0.01%
1,000
3706
$8K ﹤0.01%
524
-341
3707
$8K ﹤0.01%
1,000
+350
3708
$8K ﹤0.01%
898
3709
$8K ﹤0.01%
375
3710
$8K ﹤0.01%
500
-9,265
3711
$8K ﹤0.01%
500
3712
$8K ﹤0.01%
1,007
+333
3713
$8K ﹤0.01%
200
3714
$8K ﹤0.01%
1,500
-4,000
3715
$8K ﹤0.01%
500
-250
3716
$8K ﹤0.01%
1,000
3717
$8K ﹤0.01%
2,000
3718
$8K ﹤0.01%
500
-1,218
3719
$8K ﹤0.01%
644
+94
3720
$7K ﹤0.01%
400
-982
3721
$7K ﹤0.01%
272
+112
3722
$7K ﹤0.01%
3
3723
$7K ﹤0.01%
531
-77
3724
$7K ﹤0.01%
425
3725
$7K ﹤0.01%
500
147 148
149
150 151