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
4276
$1K ﹤0.01%
+250
4277
$1K ﹤0.01%
8
4278
$1K ﹤0.01%
101
-158
4279
$1K ﹤0.01%
+22
4280
$1K ﹤0.01%
100
-500
4281
$1K ﹤0.01%
+10
4282
$1K ﹤0.01%
81
-700
4283
$1K ﹤0.01%
+18
4284
$1K ﹤0.01%
1
4285
$1K ﹤0.01%
35
4286
– –
0
4287
$1K ﹤0.01%
300
-700
4288
$1K ﹤0.01%
60
+3
4289
$1K ﹤0.01%
49
-1,960
4290
$1K ﹤0.01%
+50
4291
$1K ﹤0.01%
150
4292
$1K ﹤0.01%
+220
4293
$1K ﹤0.01%
150
4294
$1K ﹤0.01%
350
+150
4295
$1K ﹤0.01%
375
-11,477
4296
$1K ﹤0.01%
200
+100
4297
$1K ﹤0.01%
3,554
+55
4298
$1K ﹤0.01%
25
-175
4299
$1K ﹤0.01%
93
4300
$1K ﹤0.01%
8
-28
170 171
172
173 174