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
4101
$3K ﹤0.01%
165
-236
4102
$3K ﹤0.01%
+61
4103
$3K ﹤0.01%
100
+75
4104
$3K ﹤0.01%
200
4105
$3K ﹤0.01%
200
4106
$3K ﹤0.01%
52
-1
4107
$3K ﹤0.01%
200
4108
$3K ﹤0.01%
21
-3
4109
$3K ﹤0.01%
500
-500
4110
$3K ﹤0.01%
64
4111
$3K ﹤0.01%
2,000
4112
$3K ﹤0.01%
170
-12
4113
$3K ﹤0.01%
18
4114
$3K ﹤0.01%
96
4115
$3K ﹤0.01%
600
4116
$3K ﹤0.01%
97
4117
$3K ﹤0.01%
52
4118
$3K ﹤0.01%
185
+85
4119
$3K ﹤0.01%
300
4120
$3K ﹤0.01%
100
-4,425
4121
$3K ﹤0.01%
+306
4122
$3K ﹤0.01%
+100
4123
$3K ﹤0.01%
200
4124
$3K ﹤0.01%
1,000
4125
$3K ﹤0.01%
100
163 164
165
166 167