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
4376
$1K ﹤0.01%
125
4377
$1K ﹤0.01%
1
4378
$1K ﹤0.01%
200
4379
$1K ﹤0.01%
+107
4380
$1K ﹤0.01%
210
4381
– –
0
4382
$1K ﹤0.01%
44
4383
$1K ﹤0.01%
8
4384
– –
0
4385
$1K ﹤0.01%
+8
4386
$1K ﹤0.01%
200
-1,750
4387
$1K ﹤0.01%
+2
4388
$1K ﹤0.01%
+54
4389
$1K ﹤0.01%
300
4390
$1K ﹤0.01%
200
4391
$1K ﹤0.01%
80
-9,908
4392
$1K ﹤0.01%
27
4393
$1K ﹤0.01%
205
4394
$1K ﹤0.01%
3
-142
4395
$1K ﹤0.01%
400
4396
$1K ﹤0.01%
30
4397
$1K ﹤0.01%
20
4398
$1K ﹤0.01%
7
4399
$1K ﹤0.01%
83
4400
$1K ﹤0.01%
101
-6,152
174 175
176
177 178