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
4201
$2K ﹤0.01%
+200
4202
$2K ﹤0.01%
200
-1,000
4203
$2K ﹤0.01%
169
4204
$2K ﹤0.01%
172
-353
4205
$2K ﹤0.01%
127
-15
4206
$2K ﹤0.01%
414
-786
4207
$2K ﹤0.01%
200
-1,000
4208
$2K ﹤0.01%
346
4209
$2K ﹤0.01%
95
+9
4210
$2K ﹤0.01%
+26
4211
$2K ﹤0.01%
1,670
4212
$2K ﹤0.01%
100
4213
$2K ﹤0.01%
+123
4214
$2K ﹤0.01%
5,000
+1,000
4215
$2K ﹤0.01%
800
-400
4216
$2K ﹤0.01%
5,000
4217
$2K ﹤0.01%
152
4218
$2K ﹤0.01%
800
4219
$2K ﹤0.01%
72
+1
4220
$2K ﹤0.01%
629
+4
4221
$2K ﹤0.01%
180
-509
4222
$2K ﹤0.01%
300
-151
4223
$2K ﹤0.01%
500
4224
$2K ﹤0.01%
2,000
4225
$2K ﹤0.01%
5,000
-100
167 168
169
170 171