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
4401
$1K ﹤0.01%
20
4402
$1K ﹤0.01%
500
4403
$1K ﹤0.01%
300
4404
$1K ﹤0.01%
100
-1,349
4405
$1K ﹤0.01%
+249
4406
$1K ﹤0.01%
1,000
4407
$1K ﹤0.01%
133
4408
$1K ﹤0.01%
88
+16
4409
$1K ﹤0.01%
250
-350
4410
$1K ﹤0.01%
329
+29
4411
$1K ﹤0.01%
50
-100
4412
$1K ﹤0.01%
1,332
-201
4413
$1K ﹤0.01%
300
4414
$1K ﹤0.01%
1,000
4415
$1K ﹤0.01%
28
4416
$1K ﹤0.01%
2,000
4417
$1K ﹤0.01%
400
-1,000
4418
$1K ﹤0.01%
112
-509
4419
$1K ﹤0.01%
100
4420
$1K ﹤0.01%
100
4421
$1K ﹤0.01%
4,012
+3,989
4422
$1K ﹤0.01%
1,495
4423
– –
0
4424
$1K ﹤0.01%
85
-25
4425
$1K ﹤0.01%
206
175 176
177
178 179