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
4601
$0 ﹤0.01%
+1
4602
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-900
4603
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0
4604
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4605
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4606
$0 ﹤0.01%
75
-975
4607
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25
4608
$0 ﹤0.01%
4
4609
– –
-115
4610
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-10
4611
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-445
4612
$0 ﹤0.01%
2
4613
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4614
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4615
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-500
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100
4617
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18
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4619
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4620
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-1,000
4621
$0 ﹤0.01%
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+5
4624
$0 ﹤0.01%
13
4625
– –
-857
183 184
185
186 187