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
476
$1.77M 0.01%
10,919
+107
477
$1.76M 0.01%
52,537
+36,142
478
$1.75M 0.01%
16,495
-2,988
479
$1.74M 0.01%
36,809
-2,117
480
$1.74M 0.01%
24,906
-192
481
$1.74M 0.01%
30,559
+682
482
$1.74M 0.01%
25,527
+1,003
483
$1.74M 0.01%
35,810
+2,138
484
$1.72M 0.01%
91,887
-2,665
485
$1.72M 0.01%
224,605
+6,605
486
$1.71M 0.01%
97,692
+4,180
487
$1.69M 0.01%
5,331
+1,033
488
$1.68M 0.01%
19,893
-4,462
489
$1.68M 0.01%
93,948
-2,000
490
$1.67M 0.01%
43,193
491
$1.67M 0.01%
50,515
+2,495
492
$1.67M 0.01%
77,620
-3,624
493
$1.65M 0.01%
18,079
-1,007
494
$1.65M 0.01%
14,084
+357
495
$1.65M 0.01%
26,292
+815
496
$1.64M 0.01%
1,679
-10
497
$1.63M 0.01%
30,022
-478
498
$1.63M 0.01%
96,518
-296
499
$1.63M 0.01%
18,667
-1,494
500
$1.63M 0.01%
226,016
+63,440
18 19
20
21 22