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
776
$827K ﹤0.01%
12,984
+1,392
777
$826K ﹤0.01%
9,519
-47
778
$826K ﹤0.01%
46,038
779
$825K ﹤0.01%
25,807
-666
780
$816K ﹤0.01%
6,710
-811
781
$813K ﹤0.01%
23,284
+2,517
782
$813K ﹤0.01%
57,930
+2,975
783
$813K ﹤0.01%
15,154
-2,774
784
$805K ﹤0.01%
9,180
-194
785
$805K ﹤0.01%
12,430
+1,705
786
$805K ﹤0.01%
7,186
+265
787
$800K ﹤0.01%
27,990
-2,342
788
$795K ﹤0.01%
3,828
+1,569
789
$795K ﹤0.01%
39,965
+3,973
790
$793K ﹤0.01%
18,836
-8,949
791
$792K ﹤0.01%
14,291
+2,213
792
$791K ﹤0.01%
5,756
-1,379
793
$791K ﹤0.01%
52,573
+18,326
794
$790K ﹤0.01%
6,624
-4,715
795
$790K ﹤0.01%
23,765
-250
796
$790K ﹤0.01%
37,400
-1,000
797
$787K ﹤0.01%
18,254
+7,349
798
$787K ﹤0.01%
32,315
+74
799
$785K ﹤0.01%
50,206
+4,555
800
$779K ﹤0.01%
23,090
+23,010
30 31
32
33 34