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
3926
– –
0
3927
– –
0
3928
$5K ﹤0.01%
+53
3929
$5K ﹤0.01%
+220
3930
$5K ﹤0.01%
346
3931
$5K ﹤0.01%
200
3932
$5K ﹤0.01%
27
3933
$5K ﹤0.01%
375
3934
$5K ﹤0.01%
+258
3935
$5K ﹤0.01%
+1,000
3936
$5K ﹤0.01%
+494
3937
$5K ﹤0.01%
+774
3938
$5K ﹤0.01%
617
+309
3939
$5K ﹤0.01%
3,400
3940
$5K ﹤0.01%
530
3941
$5K ﹤0.01%
+500
3942
$5K ﹤0.01%
+200
3943
$5K ﹤0.01%
473
-7,262
3944
$5K ﹤0.01%
133
+55
3945
$5K ﹤0.01%
800
-1,240
3946
$5K ﹤0.01%
259
+78
3947
$5K ﹤0.01%
2,000
3948
$5K ﹤0.01%
+100
3949
$5K ﹤0.01%
140
-10
3950
$5K ﹤0.01%
248
-292
156 157
158
159 160