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 5.14%
2 Energy 4.03%
3 Technology 3.68%
4 Healthcare 2.31%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3901
$5K ﹤0.01%
120
3902
$5K ﹤0.01%
128
3903
$5K ﹤0.01%
165
+60
3904
$5K ﹤0.01%
500
3905
$5K ﹤0.01%
224
-167
3906
$5K ﹤0.01%
80
3907
$5K ﹤0.01%
+76
3908
$5K ﹤0.01%
300
3909
$5K ﹤0.01%
800
-275
3910
$5K ﹤0.01%
+365
3911
$5K ﹤0.01%
+2
3912
$5K ﹤0.01%
90
3913
$5K ﹤0.01%
262
3914
$5K ﹤0.01%
838
-92
3915
$5K ﹤0.01%
420
+7
3916
– –
0
3917
– –
0
3918
$5K ﹤0.01%
+53
3919
$5K ﹤0.01%
+220
3920
$5K ﹤0.01%
346
3921
$5K ﹤0.01%
200
3922
$5K ﹤0.01%
27
3923
$5K ﹤0.01%
375
3924
$5K ﹤0.01%
+200
3925
$5K ﹤0.01%
473
-7,262
155 156
157
158 159