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
3776
$7K ﹤0.01%
100
3777
$7K ﹤0.01%
137
-36
3778
$7K ﹤0.01%
480
+391
3779
$7K ﹤0.01%
400
-1,030
3780
$7K ﹤0.01%
6
3781
$7K ﹤0.01%
600
3782
$7K ﹤0.01%
380
3783
$7K ﹤0.01%
500
3784
$7K ﹤0.01%
150
-40
3785
$7K ﹤0.01%
5,000
-5,000
3786
$7K ﹤0.01%
1,150
3787
$7K ﹤0.01%
105
-245
3788
$7K ﹤0.01%
200
-30
3789
$7K ﹤0.01%
3,688
3790
$7K ﹤0.01%
400
3791
$7K ﹤0.01%
350
3792
$7K ﹤0.01%
300
3793
$7K ﹤0.01%
3,021
-28
3794
$7K ﹤0.01%
2,250
3795
$7K ﹤0.01%
20,652
3796
$6K ﹤0.01%
871
-32,135
3797
$6K ﹤0.01%
500
3798
$6K ﹤0.01%
830
3799
$6K ﹤0.01%
+4,000
3800
– –
0
150 151
152
153 154