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
4351
$1K ﹤0.01%
+100
4352
$1K ﹤0.01%
+11
4353
$1K ﹤0.01%
80
4354
$1K ﹤0.01%
11
-989
4355
– –
0
4356
$1K ﹤0.01%
200
-197
4357
$1K ﹤0.01%
33
+13
4358
$1K ﹤0.01%
37
4359
$1K ﹤0.01%
132
-668
4360
$1K ﹤0.01%
400
4361
$1K ﹤0.01%
+150
4362
$1K ﹤0.01%
13
4363
$1K ﹤0.01%
+51
4364
$1K ﹤0.01%
48
+27
4365
$1K ﹤0.01%
59
-4,388
4366
$1K ﹤0.01%
+24
4367
$1K ﹤0.01%
15
4368
– –
0
4369
$1K ﹤0.01%
40
-236
4370
$1K ﹤0.01%
4
-2
4371
$1K ﹤0.01%
73
-527
4372
$1K ﹤0.01%
8
-125
4373
$1K ﹤0.01%
53
4374
$1K ﹤0.01%
30
+20
4375
$1K ﹤0.01%
9
+5
173 174
175
176 177