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
4126
$3K ﹤0.01%
97
-61
4127
$3K ﹤0.01%
100
-186
4128
$3K ﹤0.01%
54
4129
$3K ﹤0.01%
2,000
4130
$3K ﹤0.01%
348
-5
4131
$3K ﹤0.01%
75
-58
4132
$3K ﹤0.01%
1,000
4133
$3K ﹤0.01%
89
-13,050
4134
$3K ﹤0.01%
60
-177
4135
$3K ﹤0.01%
1,675
+1,500
4136
$3K ﹤0.01%
200
4137
$3K ﹤0.01%
600
4138
$3K ﹤0.01%
10,000
4139
$3K ﹤0.01%
100
-400
4140
$3K ﹤0.01%
14,600
4141
$3K ﹤0.01%
+201
4142
$3K ﹤0.01%
+30
4143
$3K ﹤0.01%
105
+20
4144
$3K ﹤0.01%
+100
4145
$3K ﹤0.01%
292
4146
$3K ﹤0.01%
100
4147
$3K ﹤0.01%
500
-111
4148
$2K ﹤0.01%
16
4149
$2K ﹤0.01%
200
4150
$2K ﹤0.01%
100
164 165
166
167 168