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
4326
$1K ﹤0.01%
10
4327
$1K ﹤0.01%
900
4328
$1K ﹤0.01%
42
4329
$1K ﹤0.01%
+18
4330
$1K ﹤0.01%
150
-9,900
4331
$1K ﹤0.01%
100
4332
$1K ﹤0.01%
83
-42
4333
$1K ﹤0.01%
1,755
4334
$1K ﹤0.01%
50
4335
$1K ﹤0.01%
10
4336
$1K ﹤0.01%
54
4337
$1K ﹤0.01%
2
-5
4338
$1K ﹤0.01%
+27
4339
$1K ﹤0.01%
+100
4340
$1K ﹤0.01%
47
+27
4341
$1K ﹤0.01%
40
4342
$1K ﹤0.01%
500
-3,300
4343
$1K ﹤0.01%
120
-200
4344
$1K ﹤0.01%
28
-63
4345
– –
0
4346
$1K ﹤0.01%
49
4347
$1K ﹤0.01%
+76
4348
$1K ﹤0.01%
+10
4349
$1K ﹤0.01%
+18
4350
$1K ﹤0.01%
+24
172 173
174
175 176