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 5.14%
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
501
$1.63M 0.01%
32,834
-5,592
502
$1.63M 0.01%
99,283
+3,717
503
$1.63M 0.01%
29,604
-281
504
$1.62M 0.01%
24,443
-6,838
505
$1.62M 0.01%
19,395
-81
506
$1.61M 0.01%
17,503
+2,054
507
$1.61M 0.01%
108,500
508
$1.61M 0.01%
34,482
+6,830
509
$1.6M 0.01%
90,277
+49,570
510
$1.6M 0.01%
20,372
+1,204
511
$1.59M 0.01%
108,840
-6,600
512
$1.58M 0.01%
179,130
+3,065
513
$1.58M 0.01%
162,228
-34,962
514
$1.58M 0.01%
17,605
+197
515
$1.58M 0.01%
14,285
+1,697
516
$1.58M 0.01%
56,514
-20,000
517
$1.57M 0.01%
40,221
-5,499
518
$1.56M 0.01%
40,512
+26,526
519
$1.56M 0.01%
23,525
-266
520
$1.53M 0.01%
24,638
-2,366
521
$1.52M 0.01%
50,827
+2,811
522
$1.52M 0.01%
44,531
-790
523
$1.51M 0.01%
117,661
-44,942
524
$1.51M 0.01%
29,267
-168
525
$1.51M 0.01%
26,127
+4,767
19 20
21
22 23