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
4226
$2K ﹤0.01%
100
4227
$2K ﹤0.01%
24
-700
4228
$2K ﹤0.01%
12
4229
$2K ﹤0.01%
42
4230
$2K ﹤0.01%
3
4231
$2K ﹤0.01%
100
-250
4232
$2K ﹤0.01%
17
-2,517
4233
$2K ﹤0.01%
100
4234
$2K ﹤0.01%
2,200
+2,000
4235
$2K ﹤0.01%
93
4236
$2K ﹤0.01%
100
-20
4237
$2K ﹤0.01%
+90
4238
$2K ﹤0.01%
104
4239
$2K ﹤0.01%
29
-171
4240
$2K ﹤0.01%
80
+16
4241
$2K ﹤0.01%
177
4242
$2K ﹤0.01%
+113
4243
$2K ﹤0.01%
66
4244
$2K ﹤0.01%
4
4245
– –
0
4246
$2K ﹤0.01%
+1,300
4247
$2K ﹤0.01%
80
+1
4248
$2K ﹤0.01%
100
-45
4249
$2K ﹤0.01%
120
-535
4250
$2K ﹤0.01%
63
-6,080
168 169
170
171 172