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
576
$1.3M 0.01%
43,784
-10,156
577
$1.29M 0.01%
17,392
+414
578
$1.29M 0.01%
27,926
+15,438
579
$1.29M 0.01%
22,889
-1,019
580
$1.28M 0.01%
28,702
+792
581
$1.28M 0.01%
8,584
582
$1.27M 0.01%
23,541
+10,267
583
$1.27M 0.01%
11,606
-844
584
$1.26M 0.01%
28,728
+561
585
$1.26M 0.01%
107,420
+6,090
586
$1.26M 0.01%
24,275
+2,661
587
$1.26M 0.01%
5,958
+4,809
588
$1.26M 0.01%
25,148
+1,295
589
$1.25M 0.01%
24,602
-3,292
590
$1.25M 0.01%
22,953
+615
591
$1.25M 0.01%
79,591
-11,321
592
$1.25M 0.01%
11,430
+180
593
$1.24M 0.01%
56,268
594
$1.24M 0.01%
486,701
+176,825
595
$1.23M 0.01%
9,602
+636
596
$1.23M 0.01%
52,986
+321
597
$1.23M 0.01%
23,207
-4,356
598
$1.23M 0.01%
16,619
-1,043
599
$1.23M 0.01%
66,067
+31,779
600
$1.21M 0.01%
21,033
+7,177
22 23
24
25 26