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
601
$1.21M 0.01%
18,601
-521
602
$1.2M 0.01%
82,505
-283
603
$1.2M 0.01%
35,933
+2,134
604
$1.19M 0.01%
10,440
+28
605
$1.19M 0.01%
21,131
+2
606
$1.19M 0.01%
27,604
+12,500
607
$1.19M 0.01%
27,000
608
$1.19M 0.01%
15,249
+3,473
609
$1.19M 0.01%
29,505
+1,350
610
$1.18M 0.01%
42,540
+2,234
611
$1.18M 0.01%
9,940
-1,028
612
$1.17M 0.01%
21,293
-32,764
613
$1.17M 0.01%
4,874
+15
614
$1.15M 0.01%
16,613
+51
615
$1.15M 0.01%
10,069
-864
616
$1.15M 0.01%
24,711
-152
617
$1.15M 0.01%
22,477
-98
618
$1.15M 0.01%
13,820
+198
619
$1.14M 0.01%
20,912
+2,584
620
$1.14M 0.01%
41,801
+40,600
621
$1.14M 0.01%
35,584
+3,171
622
$1.14M 0.01%
34,484
+29,278
623
$1.14M 0.01%
15,028
-306
624
$1.13M 0.01%
1,986
+14
625
$1.13M 0.01%
10,784
-92
23 24
25
26 27