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
701
$975K ﹤0.01%
21,664
+38
702
$973K ﹤0.01%
112,000
+6,260
703
$971K ﹤0.01%
10,466
+1,175
704
$966K ﹤0.01%
24,320
-50,866
705
$965K ﹤0.01%
17,112
706
$964K ﹤0.01%
11,319
-64
707
$961K ﹤0.01%
25,040
+2,374
708
$957K ﹤0.01%
22,299
-586
709
$952K ﹤0.01%
39,879
+5,346
710
$952K ﹤0.01%
7,826
+130
711
$950K ﹤0.01%
8,579
-5,797
712
$950K ﹤0.01%
33,515
+15,305
713
$947K ﹤0.01%
16,057
+6,746
714
$946K ﹤0.01%
15,422
+232
715
$944K ﹤0.01%
12,070
+3,242
716
$940K ﹤0.01%
8,917
+514
717
$938K ﹤0.01%
5,799
-502
718
$937K ﹤0.01%
64,194
+19,373
719
$935K ﹤0.01%
28,316
+3,455
720
$933K ﹤0.01%
26,690
+1,639
721
$933K ﹤0.01%
5,647
-383
722
$931K ﹤0.01%
14,868
-1,464
723
$929K ﹤0.01%
13,554
-1,671
724
$926K ﹤0.01%
31,744
-8,483
725
$924K ﹤0.01%
16,540
-2,693
27 28
29
30 31