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
4026
$4K ﹤0.01%
+300
4027
$4K ﹤0.01%
400
4028
$4K ﹤0.01%
500
-400
4029
$4K ﹤0.01%
10
4030
$4K ﹤0.01%
122
-728
4031
$4K ﹤0.01%
+30
4032
$4K ﹤0.01%
1,000
4033
$4K ﹤0.01%
257
-250
4034
$4K ﹤0.01%
1,300
-1,000
4035
$4K ﹤0.01%
305
4036
$4K ﹤0.01%
501
-462
4037
$4K ﹤0.01%
92
4038
$4K ﹤0.01%
+200
4039
$4K ﹤0.01%
480
-575
4040
$4K ﹤0.01%
200
4041
$4K ﹤0.01%
+23
4042
$4K ﹤0.01%
227
-27
4043
$4K ﹤0.01%
100
4044
$4K ﹤0.01%
100
4045
$3K ﹤0.01%
200
-100
4046
$3K ﹤0.01%
30
4047
$3K ﹤0.01%
+100
4048
$3K ﹤0.01%
141
+18
4049
$3K ﹤0.01%
+77
4050
$3K ﹤0.01%
400
160 161
162
163 164