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
4251
$2K ﹤0.01%
10
4252
$2K ﹤0.01%
57
-100
4253
$2K ﹤0.01%
133
4254
$2K ﹤0.01%
264
4255
$2K ﹤0.01%
200
4256
$2K ﹤0.01%
52
4257
$2K ﹤0.01%
200
4258
$2K ﹤0.01%
55
4259
$1K ﹤0.01%
7
4260
$1K ﹤0.01%
75
4261
$1K ﹤0.01%
47
4262
$1K ﹤0.01%
100
4263
$1K ﹤0.01%
900
4264
$1K ﹤0.01%
42
4265
$1K ﹤0.01%
+100
4266
$1K ﹤0.01%
+11
4267
$1K ﹤0.01%
80
4268
$1K ﹤0.01%
11
-989
4269
– –
0
4270
$1K ﹤0.01%
13
4271
– –
0
4272
$1K ﹤0.01%
77
4273
– –
0
4274
$1K ﹤0.01%
1,500
-670
4275
$1K ﹤0.01%
213
-67
169 170
171
172 173