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
4051
$3K ﹤0.01%
+100
4052
$3K ﹤0.01%
141
+18
4053
$3K ﹤0.01%
400
4054
$3K ﹤0.01%
81
4055
$3K ﹤0.01%
176
4056
$3K ﹤0.01%
47
4057
$3K ﹤0.01%
204
-486
4058
$3K ﹤0.01%
68
4059
$3K ﹤0.01%
50
-950
4060
$3K ﹤0.01%
65
-120
4061
$3K ﹤0.01%
750
4062
$3K ﹤0.01%
50
+44
4063
$3K ﹤0.01%
201
4064
$3K ﹤0.01%
151
4065
$3K ﹤0.01%
125
-24,000
4066
$3K ﹤0.01%
64
+50
4067
$3K ﹤0.01%
200
+100
4068
$3K ﹤0.01%
1,150
+1,000
4069
$3K ﹤0.01%
100
4070
$3K ﹤0.01%
+268
4071
$3K ﹤0.01%
655
4072
$3K ﹤0.01%
205
-34
4073
$3K ﹤0.01%
145
-127
4074
$3K ﹤0.01%
134
4075
$3K ﹤0.01%
170
161 162
163
164 165