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
4426
$1K ﹤0.01%
33
4427
– –
-2,728,748
4428
$0 ﹤0.01%
8
4429
– –
-9,641
4430
– –
-100
4431
$0 ﹤0.01%
60
4432
– –
-200
4433
– –
-500
4434
– –
-760
4435
– –
-187
4436
– –
-102
4437
– –
-2,300
4438
– –
-30,100
4439
– –
-13
4440
– –
-471
4441
– –
-120
4442
– –
-2,400
4443
– –
-35
4444
– –
-72
4445
– –
-154
4446
– –
-204
4447
– –
-3,000
4448
$0 ﹤0.01%
48
4449
– –
0
4450
$0 ﹤0.01%
2
-930
176 177
178
179 180