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
626
$1.13M 0.01%
23,652
-8,778
627
$1.13M 0.01%
22,919
628
$1.13M 0.01%
111,539
+76,823
629
$1.13M 0.01%
60,960
-56
630
$1.12M 0.01%
13,552
+1,219
631
$1.12M 0.01%
7,939
-53
632
$1.11M 0.01%
10,372
+1,069
633
$1.11M 0.01%
81,404
+13,292
634
$1.11M 0.01%
55,256
-4,779
635
$1.11M 0.01%
69,595
+57,207
636
$1.11M 0.01%
135,290
+12,141
637
$1.11M 0.01%
4,310
-197
638
$1.1M 0.01%
6,121
-764
639
$1.1M 0.01%
21,360
-4,695
640
$1.1M 0.01%
31,924
-23
641
$1.1M 0.01%
283,530
+138,968
642
$1.09M 0.01%
15,259
+696
643
$1.09M 0.01%
18,877
+865
644
$1.09M 0.01%
5,783
+218
645
$1.09M 0.01%
20,311
+66
646
$1.09M 0.01%
7,603
-1,111
647
$1.08M 0.01%
24,306
+596
648
$1.08M 0.01%
39,513
+1,587
649
$1.08M 0.01%
164,388
+4,660
650
$1.08M 0.01%
44,376
-2,795
24 25
26
27 28