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
551
$1.41M 0.01%
58,563
552
$1.4M 0.01%
2,351
+28
553
$1.4M 0.01%
16,509
-183
554
$1.39M 0.01%
97,604
-3,646
555
$1.36M 0.01%
17,346
+2,974
556
$1.36M 0.01%
11,689
+4,779
557
$1.36M 0.01%
38,759
-5,777
558
$1.36M 0.01%
30,870
-45,563
559
$1.36M 0.01%
87,338
+28,516
560
$1.35M 0.01%
143,365
-65
561
$1.35M 0.01%
166,123
+4,447
562
$1.35M 0.01%
26,499
-357
563
$1.34M 0.01%
57,755
+38,620
564
$1.34M 0.01%
29,665
+12,980
565
$1.33M 0.01%
37,965
+550
566
$1.33M 0.01%
32,089
+2,757
567
$1.33M 0.01%
13,355
+2,182
568
$1.32M 0.01%
93,356
+5,814
569
$1.32M 0.01%
603,650
+55,358
570
$1.32M 0.01%
52,000
571
$1.32M 0.01%
138,900
-153
572
$1.32M 0.01%
17,213
+1,112
573
$1.31M 0.01%
20,624
-3,658
574
$1.3M 0.01%
51,999
+37,559
575
$1.3M 0.01%
18,147
+12,636
21 22
23
24 25