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
4326
$1K ﹤0.01%
500
-3,300
4327
$1K ﹤0.01%
120
-200
4328
$1K ﹤0.01%
28
-63
4329
– –
0
4330
$1K ﹤0.01%
49
4331
$1K ﹤0.01%
+76
4332
$1K ﹤0.01%
+10
4333
$1K ﹤0.01%
+18
4334
$1K ﹤0.01%
+24
4335
$1K ﹤0.01%
200
-197
4336
$1K ﹤0.01%
33
+13
4337
$1K ﹤0.01%
37
4338
$1K ﹤0.01%
132
-668
4339
$1K ﹤0.01%
400
4340
$1K ﹤0.01%
+150
4341
$1K ﹤0.01%
+51
4342
$1K ﹤0.01%
48
+27
4343
$1K ﹤0.01%
59
-4,388
4344
$1K ﹤0.01%
+24
4345
$1K ﹤0.01%
15
4346
– –
0
4347
$1K ﹤0.01%
40
-236
4348
$1K ﹤0.01%
4
-2
4349
$1K ﹤0.01%
73
-527
4350
$1K ﹤0.01%
8
-125
172 173
174
175 176