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
3876
$5K ﹤0.01%
131
+50
3877
$5K ﹤0.01%
276
-200
3878
$5K ﹤0.01%
296
+63
3879
$5K ﹤0.01%
+300
3880
$5K ﹤0.01%
130
-5,000
3881
$5K ﹤0.01%
5
3882
$5K ﹤0.01%
100
-500
3883
$5K ﹤0.01%
121
3884
$5K ﹤0.01%
+730
3885
$5K ﹤0.01%
+250
3886
$5K ﹤0.01%
436
3887
$5K ﹤0.01%
13
+8
3888
$5K ﹤0.01%
96
-56
3889
$5K ﹤0.01%
500
3890
$5K ﹤0.01%
116
-204
3891
$5K ﹤0.01%
5
-5
3892
$5K ﹤0.01%
200
3893
$5K ﹤0.01%
1,000
3894
$5K ﹤0.01%
500
3895
$5K ﹤0.01%
301
-722
3896
$5K ﹤0.01%
492
-53
3897
$5K ﹤0.01%
+150
3898
$5K ﹤0.01%
497
3899
$5K ﹤0.01%
+258
3900
$5K ﹤0.01%
73
+69
154 155
156
157 158