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
4201
$2K ﹤0.01%
4
4202
– –
0
4203
$2K ﹤0.01%
+1,300
4204
$2K ﹤0.01%
80
+1
4205
$2K ﹤0.01%
100
-45
4206
$2K ﹤0.01%
120
-535
4207
$2K ﹤0.01%
63
-6,080
4208
$2K ﹤0.01%
10
4209
$2K ﹤0.01%
57
-100
4210
$2K ﹤0.01%
100
4211
$2K ﹤0.01%
25
4212
$2K ﹤0.01%
20
4213
$2K ﹤0.01%
100
4214
$2K ﹤0.01%
300
4215
$2K ﹤0.01%
40
-25,400
4216
$2K ﹤0.01%
200
4217
$2K ﹤0.01%
49
4218
$2K ﹤0.01%
1
4219
$2K ﹤0.01%
54
4220
$2K ﹤0.01%
450
4221
$2K ﹤0.01%
133
4222
$2K ﹤0.01%
264
4223
$2K ﹤0.01%
52
4224
$2K ﹤0.01%
200
4225
$2K ﹤0.01%
55
167 168
169
170 171