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
4851
$0 ﹤0.01%
17
4852
$0 ﹤0.01%
+52
4853
– –
0
4854
$0 ﹤0.01%
30
4855
$0 ﹤0.01%
1
4856
– –
-20
4857
– –
-1,801
4858
– –
-4
4859
– –
-3
4860
– –
-1,000
4861
$0 ﹤0.01%
2
4862
$0 ﹤0.01%
6
4863
– –
-10,000
4864
– –
-144
4865
– –
-24,000
4866
– –
-19,000
4867
– –
-305
4868
– –
-471
4869
– –
-475
4870
– –
-1,010
4871
– –
-182
4872
$0 ﹤0.01%
10
4873
$0 ﹤0.01%
17
4874
$0 ﹤0.01%
16
4875
$0 ﹤0.01%
13
+8
193 194
195
196 197