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
351
$2.72M 0.01%
76,583
+73,251
352
$2.71M 0.01%
84,642
+46,457
353
$2.69M 0.01%
43,059
+40,958
354
$2.66M 0.01%
68,853
-2,176
355
$2.66M 0.01%
187,790
+90,990
356
$2.65M 0.01%
24,118
-332
357
$2.63M 0.01%
22,320
+3,129
358
$2.61M 0.01%
17,363
+821
359
$2.6M 0.01%
20,772
-2,421
360
$2.58M 0.01%
49,153
+12,535
361
$2.58M 0.01%
78,829
+33,688
362
$2.55M 0.01%
39,919
+4,079
363
$2.55M 0.01%
20,949
+3,610
364
$2.55M 0.01%
15,952
-2,841
365
$2.54M 0.01%
5,127
+2,250
366
$2.54M 0.01%
17,397
+598
367
$2.54M 0.01%
10,133
+2,221
368
$2.54M 0.01%
106,894
+1,476
369
$2.53M 0.01%
167,429
+15,000
370
$2.53M 0.01%
32,477
+4,825
371
$2.52M 0.01%
201,998
+38,948
372
$2.52M 0.01%
166,107
-20,723
373
$2.51M 0.01%
41,725
-4,295
374
$2.5M 0.01%
303,743
+66,484
375
$2.49M 0.01%
18,671
+4,192
13 14
15
16 17