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
3951
$5K ﹤0.01%
496
3952
$5K ﹤0.01%
135
3953
$5K ﹤0.01%
5,305
3954
$5K ﹤0.01%
313
3955
$5K ﹤0.01%
+188
3956
$5K ﹤0.01%
200
3957
$5K ﹤0.01%
212
3958
$5K ﹤0.01%
3,400
3959
$5K ﹤0.01%
537
3960
$5K ﹤0.01%
+1,000
3961
$5K ﹤0.01%
300
3962
$5K ﹤0.01%
1,010
3963
$5K ﹤0.01%
610
-443
3964
$5K ﹤0.01%
280
3965
$4K ﹤0.01%
205
+80
3966
$4K ﹤0.01%
200
-500
3967
$4K ﹤0.01%
220
3968
$4K ﹤0.01%
1,050
+50
3969
$4K ﹤0.01%
480
-575
3970
$4K ﹤0.01%
68
3971
$4K ﹤0.01%
+200
3972
$4K ﹤0.01%
1,475
3973
$4K ﹤0.01%
200
3974
$4K ﹤0.01%
+23
3975
$4K ﹤0.01%
227
-27
157 158
159
160 161