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
4226
$2K ﹤0.01%
950
-400
4227
$2K ﹤0.01%
100
-200
4228
$2K ﹤0.01%
158
4229
$2K ﹤0.01%
161
+91
4230
$2K ﹤0.01%
600
-585
4231
$2K ﹤0.01%
108
4232
$2K ﹤0.01%
+100
4233
$2K ﹤0.01%
412
-425
4234
$2K ﹤0.01%
+200
4235
$2K ﹤0.01%
200
-1,000
4236
$2K ﹤0.01%
169
4237
$2K ﹤0.01%
172
-353
4238
$2K ﹤0.01%
127
-15
4239
$2K ﹤0.01%
414
-786
4240
$2K ﹤0.01%
200
-1,000
4241
$2K ﹤0.01%
346
4242
$2K ﹤0.01%
95
+9
4243
$2K ﹤0.01%
+26
4244
$2K ﹤0.01%
1,670
4245
$2K ﹤0.01%
100
4246
$2K ﹤0.01%
+123
4247
$2K ﹤0.01%
5,000
+1,000
4248
$2K ﹤0.01%
800
-400
4249
$2K ﹤0.01%
5,000
4250
$2K ﹤0.01%
152
168 169
170
171 172