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
651
$1.08M 0.01%
20,130
652
$1.08M 0.01%
24,467
-2,091
653
$1.08M 0.01%
18,366
654
$1.07M 0.01%
56,692
+2,205
655
$1.07M 0.01%
+3,345
656
$1.07M 0.01%
16,297
-1,190
657
$1.07M 0.01%
70,838
+1,308
658
$1.07M 0.01%
16,748
-427
659
$1.06M 0.01%
48,244
+9,905
660
$1.06M 0.01%
57,052
-9,574
661
$1.06M 0.01%
9,907
-624
662
$1.05M 0.01%
7,839
-2,730
663
$1.05M 0.01%
18,812
+800
664
$1.05M 0.01%
85,007
+59,984
665
$1.05M 0.01%
20,163
+161
666
$1.04M 0.01%
15,828
+4,811
667
$1.03M 0.01%
23,649
+18,002
668
$1.03M 0.01%
14,740
+402
669
$1.03M 0.01%
36,377
+9,247
670
$1.03M 0.01%
73,401
-61,270
671
$1.02M 0.01%
58,997
-5,074
672
$1.02M 0.01%
109,392
+33,130
673
$1.02M 0.01%
58,950
-900
674
$1.02M 0.01%
30,971
-1,712
675
$1.02M 0.01%
59,079
-21,522
25 26
27
28 29