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
726
$922K ﹤0.01%
14,003
727
$922K ﹤0.01%
6,942
+1,094
728
$915K ﹤0.01%
26,342
+3
729
$915K ﹤0.01%
18,275
730
$913K ﹤0.01%
11,831
+1,516
731
$911K ﹤0.01%
13,028
+1,311
732
$907K ﹤0.01%
112,634
+88,252
733
$904K ﹤0.01%
38,272
+4,253
734
$901K ﹤0.01%
6,049
-4,363
735
$894K ﹤0.01%
28,298
+5,642
736
$894K ﹤0.01%
17,855
-184
737
$893K ﹤0.01%
9,769
+32
738
$892K ﹤0.01%
6,752
+6,324
739
$890K ﹤0.01%
218,736
-3,648
740
$889K ﹤0.01%
11,143
-754
741
$883K ﹤0.01%
20,826
+3,153
742
$872K ﹤0.01%
16,728
+917
743
$871K ﹤0.01%
5,211
-95
744
$871K ﹤0.01%
15,711
+1,398
745
$869K ﹤0.01%
4,863
+1,946
746
$867K ﹤0.01%
31,563
+2,851
747
$865K ﹤0.01%
14,383
+1,044
748
$865K ﹤0.01%
22,055
+7,073
749
$865K ﹤0.01%
46,521
-64,621
750
$864K ﹤0.01%
42,433
+42,204
28 29
30
31 32