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
4426
$1K ﹤0.01%
3
-142
4427
– –
-492,594
4428
– –
-3,320
4429
– –
-2,167
4430
– –
-145
4431
– –
-50
4432
$0 ﹤0.01%
141
+134
4433
– –
-101,616
4434
– –
-2,004
4435
– –
-2,169
4436
– –
-51
4437
– –
-4,859
4438
– –
-1,451
4439
– –
-5,198
4440
– –
-300
4441
– –
-2,500
4442
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-30,050
4443
– –
-8,878
4444
– –
-450
4445
– –
-1,030
4446
– –
-700
4447
– –
-4
4448
– –
-2,500
4449
– –
-4,000
4450
– –
-25
176 177
178
179 180