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
4076
$3K ﹤0.01%
57
4077
$3K ﹤0.01%
127
+2
4078
$3K ﹤0.01%
+100
4079
$3K ﹤0.01%
38
-77
4080
$3K ﹤0.01%
+114
4081
$3K ﹤0.01%
88
4082
$3K ﹤0.01%
370
+355
4083
$3K ﹤0.01%
240
4084
$3K ﹤0.01%
87
4085
$3K ﹤0.01%
+122
4086
$3K ﹤0.01%
500
4087
$3K ﹤0.01%
75
-108
4088
$3K ﹤0.01%
5,089
-62
4089
$3K ﹤0.01%
+200
4090
$3K ﹤0.01%
15
4091
$3K ﹤0.01%
200
4092
$3K ﹤0.01%
+50
4093
$3K ﹤0.01%
105
4094
$3K ﹤0.01%
5,050
+300
4095
$3K ﹤0.01%
+100
4096
$3K ﹤0.01%
2,734
4097
$3K ﹤0.01%
101
-83
4098
$3K ﹤0.01%
+104
4099
$3K ﹤0.01%
25
4100
$3K ﹤0.01%
40
162 163
164
165 166