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
3751
$7K ﹤0.01%
247
+18
3752
$7K ﹤0.01%
1,900
3753
$7K ﹤0.01%
+130
3754
$7K ﹤0.01%
1,000
3755
$7K ﹤0.01%
120
+20
3756
$7K ﹤0.01%
1,000
3757
$7K ﹤0.01%
160
3758
$7K ﹤0.01%
40
3759
$7K ﹤0.01%
+83
3760
$7K ﹤0.01%
+146
3761
$7K ﹤0.01%
276
+2
3762
$7K ﹤0.01%
734
3763
$7K ﹤0.01%
270
3764
$7K ﹤0.01%
450
3765
$7K ﹤0.01%
281
-6,288
3766
$7K ﹤0.01%
57
-42
3767
$7K ﹤0.01%
110
-114
3768
$7K ﹤0.01%
+260
3769
$7K ﹤0.01%
200
3770
$7K ﹤0.01%
+240
3771
$7K ﹤0.01%
173
-4,977
3772
$7K ﹤0.01%
1,153
-91
3773
$7K ﹤0.01%
109
3774
$7K ﹤0.01%
200
-510
3775
$7K ﹤0.01%
100
149 150
151
152 153