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
376
$2.49M 0.01%
1,504
+1,015
377
$2.45M 0.01%
42,618
+2,933
378
$2.45M 0.01%
36,798
+1,330
379
$2.43M 0.01%
39,655
+1,009
380
$2.43M 0.01%
57,292
+209
381
$2.43M 0.01%
46,241
+674
382
$2.42M 0.01%
27,333
-1,704
383
$2.41M 0.01%
49,236
-261
384
$2.39M 0.01%
468,300
+369,500
385
$2.38M 0.01%
28,322
-2,560
386
$2.37M 0.01%
83,496
-3,468
387
$2.37M 0.01%
35,068
-1,343
388
$2.37M 0.01%
199,842
+59,725
389
$2.36M 0.01%
131,624
+11,145
390
$2.36M 0.01%
42,660
391
$2.35M 0.01%
191,521
+990
392
$2.35M 0.01%
105,195
393
$2.35M 0.01%
45,653
-4,889
394
$2.33M 0.01%
193,030
-58,270
395
$2.31M 0.01%
37,326
+3,864
396
$2.31M 0.01%
98,924
+29,909
397
$2.31M 0.01%
50,874
+3,839
398
$2.3M 0.01%
37,852
-904
399
$2.29M 0.01%
15,777
+760
400
$2.29M 0.01%
219,657
+217,481
14 15
16
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