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
451
$1.89M 0.01%
25,203
+1,608
452
$1.89M 0.01%
53,293
-54,796
453
$1.88M 0.01%
34,676
+12,008
454
$1.87M 0.01%
24,024
-3,522
455
$1.87M 0.01%
143,219
+6,236
456
$1.87M 0.01%
19,928
+11,209
457
$1.85M 0.01%
41,035
+584
458
$1.85M 0.01%
19,545
+503
459
$1.85M 0.01%
104,604
+2,605
460
$1.85M 0.01%
91,236
+97
461
$1.83M 0.01%
13,813
-448
462
$1.83M 0.01%
39,256
-6,308
463
$1.83M 0.01%
34,187
+1,541
464
$1.81M 0.01%
28,345
-13
465
$1.81M 0.01%
46,770
+590
466
$1.81M 0.01%
65,065
+20
467
$1.81M 0.01%
117,595
+62,396
468
$1.81M 0.01%
106,463
+38,094
469
$1.8M 0.01%
36,968
+804
470
$1.8M 0.01%
20,103
+271
471
$1.8M 0.01%
4,253
-933
472
$1.79M 0.01%
88,737
+51,162
473
$1.79M 0.01%
107,082
+1,377
474
$1.79M 0.01%
28,216
-507
475
$1.78M 0.01%
34,512
+9,916
17 18
19
20 21