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
751
$864K ﹤0.01%
25,154
-356
752
$863K ﹤0.01%
34,029
+2,970
753
$863K ﹤0.01%
7,655
+838
754
$862K ﹤0.01%
8,234
+1,381
755
$862K ﹤0.01%
9,610
-3,082
756
$860K ﹤0.01%
16,710
+228
757
$860K ﹤0.01%
19,474
-104
758
$858K ﹤0.01%
25,681
-1,234
759
$858K ﹤0.01%
5,430
+85
760
$851K ﹤0.01%
21,224
-2,532
761
$850K ﹤0.01%
5,617
-316
762
$850K ﹤0.01%
12,807
+9,925
763
$846K ﹤0.01%
7,593
764
$844K ﹤0.01%
28,568
+12,440
765
$842K ﹤0.01%
11,252
+1,058
766
$840K ﹤0.01%
15,454
-2,617
767
$838K ﹤0.01%
13,076
+5
768
$837K ﹤0.01%
6,802
-38
769
$837K ﹤0.01%
13,471
-7,330
770
$836K ﹤0.01%
74,744
+8
771
$835K ﹤0.01%
14,609
-11,391
772
$834K ﹤0.01%
27,255
-22,394
773
$833K ﹤0.01%
10,683
-13,348
774
$832K ﹤0.01%
4,733
-1,136
775
$828K ﹤0.01%
5,707
+1,579
29 30
31
32 33