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
4876
$0 ﹤0.01%
34
-66
4877
$0 ﹤0.01%
2
-510
4878
– –
-305
4879
$0 ﹤0.01%
5
-555
4880
– –
-180
4881
– –
-436
4882
– –
-662
4883
$0 ﹤0.01%
8
4884
$0 ﹤0.01%
10
4885
– –
-5,535
4886
– –
-7,040
4887
– –
-800
4888
$0 ﹤0.01%
1
-23
4889
– –
-295
4890
– –
-1,242
4891
– –
-7,300
4892
– –
-42
4893
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-40
4894
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-63
4895
– –
-10
4896
$0 ﹤0.01%
9
4897
$0 ﹤0.01%
5
4898
$0 ﹤0.01%
11
4899
– –
-26,200
4900
– –
-10
193 194 195
196
197