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
4176
$2K ﹤0.01%
+114
4177
$2K ﹤0.01%
34
4178
– –
0
4179
$2K ﹤0.01%
+60
4180
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41
4181
$2K ﹤0.01%
4
4182
$2K ﹤0.01%
100
4183
$2K ﹤0.01%
25
4184
– –
0
4185
$2K ﹤0.01%
100
4186
$2K ﹤0.01%
300
4187
$2K ﹤0.01%
40
-25,400
4188
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200
4189
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49
4190
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1
4191
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54
4192
$2K ﹤0.01%
450
4193
$2K ﹤0.01%
950
-400
4194
$2K ﹤0.01%
100
-200
4195
$2K ﹤0.01%
158
4196
$2K ﹤0.01%
161
+91
4197
$2K ﹤0.01%
600
-585
4198
$2K ﹤0.01%
108
4199
$2K ﹤0.01%
+100
4200
$2K ﹤0.01%
412
-425
166 167
168
169 170