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
4351
$1K ﹤0.01%
53
4352
$1K ﹤0.01%
30
+20
4353
$1K ﹤0.01%
9
+5
4354
– –
0
4355
$1K ﹤0.01%
588
-400
4356
$1K ﹤0.01%
22
4357
$1K ﹤0.01%
15
-378
4358
$1K ﹤0.01%
+17
4359
$1K ﹤0.01%
+4
4360
$1K ﹤0.01%
300
-3,000
4361
$1K ﹤0.01%
280
4362
$1K ﹤0.01%
88
4363
$1K ﹤0.01%
30
-1,476
4364
$1K ﹤0.01%
32
-11,437
4365
$1K ﹤0.01%
+20
4366
$1K ﹤0.01%
23
-27
4367
$1K ﹤0.01%
38
4368
$1K ﹤0.01%
100
4369
– –
0
4370
$1K ﹤0.01%
83
-25
4371
$1K ﹤0.01%
152
+52
4372
$1K ﹤0.01%
+72
4373
$1K ﹤0.01%
200
4374
$1K ﹤0.01%
11
-5
4375
$1K ﹤0.01%
107
173 174
175
176 177