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
4101
$3K ﹤0.01%
52
-1
4102
$3K ﹤0.01%
200
4103
$3K ﹤0.01%
21
-3
4104
$3K ﹤0.01%
500
-500
4105
$3K ﹤0.01%
64
4106
$3K ﹤0.01%
200
4107
$3K ﹤0.01%
300
4108
$3K ﹤0.01%
96
4109
$3K ﹤0.01%
600
4110
$3K ﹤0.01%
97
4111
$3K ﹤0.01%
52
4112
$3K ﹤0.01%
185
+85
4113
$3K ﹤0.01%
+100
4114
$3K ﹤0.01%
200
4115
$3K ﹤0.01%
348
-5
4116
$3K ﹤0.01%
75
-58
4117
$3K ﹤0.01%
1,000
4118
$3K ﹤0.01%
89
-13,050
4119
$3K ﹤0.01%
60
-177
4120
$3K ﹤0.01%
1,675
+1,500
4121
$3K ﹤0.01%
200
4122
$3K ﹤0.01%
600
4123
$3K ﹤0.01%
10,000
4124
$3K ﹤0.01%
100
-400
4125
$3K ﹤0.01%
14,600
163 164
165
166 167