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
401
$2.29M 0.01%
13,691
+58
402
$2.28M 0.01%
92,538
+41,730
403
$2.27M 0.01%
10,195
+2,451
404
$2.27M 0.01%
18,045
-85
405
$2.26M 0.01%
939
+16
406
$2.26M 0.01%
37,260
+3,325
407
$2.25M 0.01%
86,568
+2,825
408
$2.24M 0.01%
20,162
-9,500
409
$2.24M 0.01%
16,133
-33
410
$2.23M 0.01%
51,506
+2,573
411
$2.23M 0.01%
43,046
-8,725
412
$2.23M 0.01%
63,952
+2,223
413
$2.22M 0.01%
13,269
+956
414
$2.22M 0.01%
20,504
+7,112
415
$2.2M 0.01%
42,062
+5,283
416
$2.15M 0.01%
24,651
+843
417
$2.15M 0.01%
108,100
+106,644
418
$2.14M 0.01%
18,282
-312
419
$2.14M 0.01%
38,083
-5,790
420
$2.13M 0.01%
227,328
+37,248
421
$2.12M 0.01%
49,431
+678
422
$2.12M 0.01%
94,545
+15,137
423
$2.08M 0.01%
61,997
-1,234
424
$2.08M 0.01%
19,641
+1,093
425
$2.07M 0.01%
17,440
-1,685
15 16
17
18 19