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
4151
$2K ﹤0.01%
106
+1
4152
$2K ﹤0.01%
100
4153
$2K ﹤0.01%
149
+148
4154
– –
0
4155
$2K ﹤0.01%
+78
4156
$2K ﹤0.01%
42
+41
4157
$2K ﹤0.01%
300
4158
$2K ﹤0.01%
600
+400
4159
$2K ﹤0.01%
50
4160
$2K ﹤0.01%
200
4161
$2K ﹤0.01%
79
4162
$2K ﹤0.01%
45
-25
4163
$2K ﹤0.01%
45
4164
$2K ﹤0.01%
+810
4165
$2K ﹤0.01%
94
4166
$2K ﹤0.01%
400
4167
$2K ﹤0.01%
6
4168
$2K ﹤0.01%
16
4169
$2K ﹤0.01%
+181
4170
$2K ﹤0.01%
900
4171
$2K ﹤0.01%
16
-1
4172
$2K ﹤0.01%
42
4173
$2K ﹤0.01%
200
4174
$2K ﹤0.01%
123
4175
$2K ﹤0.01%
181
165 166
167
168 169