Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
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0
4877
$0 ﹤0.01%
1
4878
$0 ﹤0.01%
1
-17
4879
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4880
$0 ﹤0.01%
+34
4881
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-235
4882
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4883
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7
-365
4884
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-6
4885
$0 ﹤0.01%
3
4886
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-300
4887
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-134
4888
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-583
4889
$0 ﹤0.01%
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4890
$0 ﹤0.01%
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4891
$0 ﹤0.01%
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4892
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146
4893
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4894
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-10
4895
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0
4896
– –
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4897
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4898
$0 ﹤0.01%
+30
4899
$0 ﹤0.01%
24
4900
– –
-66
192 193 194 195
196