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
4301
$1K ﹤0.01%
75
4302
$1K ﹤0.01%
47
4303
$1K ﹤0.01%
100
4304
$1K ﹤0.01%
40
4305
$1K ﹤0.01%
+100
4306
$1K ﹤0.01%
+132
4307
$1K ﹤0.01%
35
-45
4308
$1K ﹤0.01%
+8
4309
$1K ﹤0.01%
350
+175
4310
$1K ﹤0.01%
200
-9,645
4311
$1K ﹤0.01%
+35
4312
$1K ﹤0.01%
18
-33
4313
$1K ﹤0.01%
54
4314
$1K ﹤0.01%
101
-158
4315
$1K ﹤0.01%
+22
4316
$1K ﹤0.01%
100
-500
4317
$1K ﹤0.01%
+10
4318
$1K ﹤0.01%
81
-700
4319
$1K ﹤0.01%
+18
4320
$1K ﹤0.01%
1
4321
– –
0
4322
$1K ﹤0.01%
85
-25
4323
$1K ﹤0.01%
93
4324
$1K ﹤0.01%
8
-28
4325
$1K ﹤0.01%
116
+100
171 172
173
174 175