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
801
$779K ﹤0.01%
89,070
+51,055
802
$777K ﹤0.01%
466,320
+12,144
803
$777K ﹤0.01%
12,083
+4,182
804
$776K ﹤0.01%
6,098
+107
805
$775K ﹤0.01%
7,418
+1,393
806
$774K ﹤0.01%
13,046
+1,085
807
$772K ﹤0.01%
1,312
+161
808
$771K ﹤0.01%
42,882
+21,633
809
$767K ﹤0.01%
5,402
+2
810
$765K ﹤0.01%
135,556
+21,172
811
$765K ﹤0.01%
8,334
+843
812
$760K ﹤0.01%
7,591
-1,200
813
$758K ﹤0.01%
41,580
-100
814
$758K ﹤0.01%
68,881
+791
815
$758K ﹤0.01%
89,678
-1,772
816
$756K ﹤0.01%
812
+790
817
$751K ﹤0.01%
37,530
+36,430
818
$749K ﹤0.01%
1,165
+185
819
$746K ﹤0.01%
39,868
-4,060
820
$742K ﹤0.01%
91,248
+10,090
821
$740K ﹤0.01%
21,172
+5,859
822
$738K ﹤0.01%
7,119
+4,275
823
$737K ﹤0.01%
7,097
+518
824
$735K ﹤0.01%
50,860
-11,895
825
$730K ﹤0.01%
94
+6
31 32
33
34 35