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
3976
$4K ﹤0.01%
100
3977
$4K ﹤0.01%
100
3978
$4K ﹤0.01%
33
-5
3979
$4K ﹤0.01%
126
+120
3980
$4K ﹤0.01%
364
3981
$4K ﹤0.01%
500
3982
$4K ﹤0.01%
121
-252
3983
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+101
3984
$4K ﹤0.01%
+200
3985
$4K ﹤0.01%
136
+36
3986
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132
-1,049
3987
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285
3988
$4K ﹤0.01%
500
3989
$4K ﹤0.01%
100
3990
$4K ﹤0.01%
268
-972
3991
$4K ﹤0.01%
+100
3992
$4K ﹤0.01%
600
+400
3993
$4K ﹤0.01%
200
3994
$4K ﹤0.01%
1,250
+500
3995
$4K ﹤0.01%
100
3996
$4K ﹤0.01%
91
-97
3997
$4K ﹤0.01%
105
+1
3998
$4K ﹤0.01%
+500
3999
$4K ﹤0.01%
+400
4000
$4K ﹤0.01%
68
158 159
160
161 162