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
426
$2.05M 0.01%
28,167
+32
427
$2.05M 0.01%
20,207
-50
428
$2.05M 0.01%
74,241
-1,917
429
$2.04M 0.01%
45,240
-2,785
430
$2.04M 0.01%
37,949
+8,905
431
$2.02M 0.01%
22,444
+1,234
432
$2.02M 0.01%
66,671
-3,397
433
$2.02M 0.01%
571,638
+32,075
434
$2.01M 0.01%
41,742
-35,131
435
$2M 0.01%
57,353
-24,750
436
$2M 0.01%
64,169
437
$1.99M 0.01%
26,528
+2,082
438
$1.98M 0.01%
37,163
-190
439
$1.98M 0.01%
146,090
+4,950
440
$1.97M 0.01%
24,648
-1,167
441
$1.97M 0.01%
55,394
-5,148
442
$1.95M 0.01%
39,690
-6,216
443
$1.93M 0.01%
17,085
+2,788
444
$1.92M 0.01%
44,723
-2,875
445
$1.92M 0.01%
88,139
-7,158
446
$1.9M 0.01%
78,609
+35,663
447
$1.9M 0.01%
9,121
+22
448
$1.89M 0.01%
15,178
-616
449
$1.89M 0.01%
77,500
450
$1.89M 0.01%
46,257
+9,427
16 17
18
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