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
526
$1.51M 0.01%
23,329
-1,396
527
$1.5M 0.01%
15,883
-19,334
528
$1.49M 0.01%
103,692
+4,299
529
$1.49M 0.01%
31,035
-3,008
530
$1.48M 0.01%
11,740
+1,049
531
$1.48M 0.01%
14,051
+4,114
532
$1.47M 0.01%
114,667
+1,383
533
$1.47M 0.01%
33,302
+5,440
534
$1.47M 0.01%
4,350
-282
535
$1.46M 0.01%
45,126
+1,618
536
$1.46M 0.01%
30,433
+2,265
537
$1.46M 0.01%
46,878
+9,778
538
$1.46M 0.01%
26,967
-723
539
$1.46M 0.01%
50,769
+947
540
$1.45M 0.01%
25,326
+262
541
$1.45M 0.01%
55,429
-8,619
542
$1.45M 0.01%
64,902
-49,566
543
$1.45M 0.01%
51,154
+1,178
544
$1.44M 0.01%
76,000
-37,000
545
$1.44M 0.01%
23,302
-2,968
546
$1.42M 0.01%
147,200
+143,762
547
$1.42M 0.01%
141,761
+129,214
548
$1.41M 0.01%
1,628
549
$1.41M 0.01%
15,040
-154
550
$1.41M 0.01%
18,001
+1,626
20 21
22
23 24