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
4551
$0 ﹤0.01%
8
-20
4552
$0 ﹤0.01%
+2
4553
– –
-200
4554
– –
0
4555
– –
-810
4556
$0 ﹤0.01%
25
4557
$0 ﹤0.01%
+152
4558
– –
-556
4559
$0 ﹤0.01%
6
4560
– –
-419
4561
– –
-2,099
4562
– –
-9,090
4563
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-75
4564
$0 ﹤0.01%
19
4565
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-20
4566
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-17
4567
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-3,320
4568
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-2,167
4569
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4570
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-50
4571
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-589
4572
$0 ﹤0.01%
141
+134
4573
– –
-101,616
4574
– –
-2,004
4575
– –
-2,169
181 182
183
184 185