Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
4,949
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$135M
3
+$115M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$98.8M

Top Sells

1
+$99.7M
2
+$15.2M
3
+$9.77M
4
YHOO
Yahoo Inc
YHOO
+$4.72M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.5M

Sector Composition

1 Financials 5.14%
2 Energy 4.03%
3 Technology 3.68%
4 Healthcare 2.31%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4751
$0 ﹤0.01%
10
4752
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-160
4753
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-100
4754
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-1,000
4755
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4756
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4758
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6
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4760
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4761
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4762
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4763
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4764
$0 ﹤0.01%
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4765
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4766
$0 ﹤0.01%
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4767
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4768
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4769
$0 ﹤0.01%
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4770
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4771
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4772
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4773
$0 ﹤0.01%
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0
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1
189 190
191
192 193