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
676
$1.02M 0.01%
8,308
+2,876
677
$1.02M 0.01%
50,407
+48,486
678
$1.02M 0.01%
203,465
679
$1.01M 0.01%
68,058
+7,787
680
$1.01M 0.01%
10,996
+411
681
$1.01M 0.01%
14,055
-946
682
$1.01M 0.01%
14,115
+178
683
$1.01M 0.01%
9,800
+1,004
684
$1.01M 0.01%
19,744
+292
685
$1.01M 0.01%
20,651
-7,660
686
$1.01M 0.01%
165,928
+140,480
687
$1.01M 0.01%
164,265
+161,765
688
$1.01M 0.01%
18,031
+263
689
$998K 0.01%
6,549
+1,030
690
$996K 0.01%
11,420
-23
691
$995K 0.01%
36,424
-56
692
$995K 0.01%
9,199
+2,368
693
$989K 0.01%
16,573
-4,540
694
$987K 0.01%
4,337
+4,332
695
$987K 0.01%
74,779
+60,151
696
$986K 0.01%
11,212
-5,562
697
$985K 0.01%
65,514
-61,593
698
$984K 0.01%
12,146
-943
699
$983K 0.01%
61,741
-1,247
700
$978K 0.01%
19,862
-394
26 27
28
29 30