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
4151
$2K ﹤0.01%
24
-700
4152
$2K ﹤0.01%
12
4153
$2K ﹤0.01%
42
4154
$2K ﹤0.01%
100
-610
4155
$2K ﹤0.01%
15
4156
$2K ﹤0.01%
+200
4157
$2K ﹤0.01%
106
+1
4158
$2K ﹤0.01%
100
4159
$2K ﹤0.01%
149
+148
4160
– –
0
4161
$2K ﹤0.01%
+78
4162
$2K ﹤0.01%
42
+41
4163
$2K ﹤0.01%
300
4164
$2K ﹤0.01%
3
4165
$2K ﹤0.01%
100
-250
4166
$2K ﹤0.01%
17
-2,517
4167
$2K ﹤0.01%
100
4168
$2K ﹤0.01%
2,200
+2,000
4169
$2K ﹤0.01%
93
4170
$2K ﹤0.01%
600
+400
4171
$2K ﹤0.01%
50
4172
$2K ﹤0.01%
200
4173
$2K ﹤0.01%
79
4174
$2K ﹤0.01%
45
-25
4175
$2K ﹤0.01%
45
165 166
167
168 169