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
3851
$6K ﹤0.01%
151
3852
$6K ﹤0.01%
250
3853
$6K ﹤0.01%
202
-123
3854
$6K ﹤0.01%
262
3855
$6K ﹤0.01%
+2,000
3856
$6K ﹤0.01%
5,000
3857
$6K ﹤0.01%
800
-200
3858
$6K ﹤0.01%
290
-147
3859
$6K ﹤0.01%
575
3860
$6K ﹤0.01%
68
3861
$6K ﹤0.01%
300
3862
$6K ﹤0.01%
223
3863
$6K ﹤0.01%
200
-100
3864
$6K ﹤0.01%
3,633
-3,800
3865
$6K ﹤0.01%
1,800
3866
$6K ﹤0.01%
2,098
+98
3867
$6K ﹤0.01%
212
-12
3868
$6K ﹤0.01%
+300
3869
$6K ﹤0.01%
735
-2,415
3870
$6K ﹤0.01%
+252
3871
$6K ﹤0.01%
13,030
3872
$6K ﹤0.01%
610
-157
3873
$5K ﹤0.01%
200
-800
3874
$5K ﹤0.01%
+113
3875
$5K ﹤0.01%
224
-167
153 154
155
156 157