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
4176
$2K ﹤0.01%
+810
4177
$2K ﹤0.01%
94
4178
$2K ﹤0.01%
400
4179
$2K ﹤0.01%
6
4180
$2K ﹤0.01%
100
-20
4181
$2K ﹤0.01%
+90
4182
$2K ﹤0.01%
104
4183
$2K ﹤0.01%
29
-171
4184
$2K ﹤0.01%
+181
4185
$2K ﹤0.01%
900
4186
$2K ﹤0.01%
16
-1
4187
$2K ﹤0.01%
42
4188
$2K ﹤0.01%
200
4189
$2K ﹤0.01%
123
4190
$2K ﹤0.01%
181
4191
$2K ﹤0.01%
+114
4192
$2K ﹤0.01%
34
4193
– –
0
4194
$2K ﹤0.01%
80
+16
4195
$2K ﹤0.01%
177
4196
$2K ﹤0.01%
+113
4197
$2K ﹤0.01%
66
4198
$2K ﹤0.01%
4
4199
$2K ﹤0.01%
+60
4200
$2K ﹤0.01%
41
166 167
168
169 170