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
3951
$5K ﹤0.01%
93
3952
$5K ﹤0.01%
135
3953
$5K ﹤0.01%
91
3954
$5K ﹤0.01%
+258
3955
$5K ﹤0.01%
+1,000
3956
$5K ﹤0.01%
+494
3957
$5K ﹤0.01%
+774
3958
$5K ﹤0.01%
200
-800
3959
$5K ﹤0.01%
617
+309
3960
$5K ﹤0.01%
3,400
3961
$5K ﹤0.01%
530
3962
$5K ﹤0.01%
+500
3963
$5K ﹤0.01%
+100
3964
$5K ﹤0.01%
140
-10
3965
$4K ﹤0.01%
1,050
+50
3966
$4K ﹤0.01%
68
3967
$4K ﹤0.01%
+200
3968
$4K ﹤0.01%
1,475
3969
$4K ﹤0.01%
33
-5
3970
$4K ﹤0.01%
126
+120
3971
$4K ﹤0.01%
364
3972
$4K ﹤0.01%
500
3973
$4K ﹤0.01%
121
-252
3974
$4K ﹤0.01%
+101
3975
$4K ﹤0.01%
+200
157 158
159
160 161