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
826
$730K ﹤0.01%
62,458
-776
827
$729K ﹤0.01%
9,301
+470
828
$726K ﹤0.01%
46,613
+10,457
829
$726K ﹤0.01%
121,950
+8,471
830
$722K ﹤0.01%
78,784
+15,424
831
$719K ﹤0.01%
31,067
-2,207
832
$719K ﹤0.01%
15,512
+11,257
833
$718K ﹤0.01%
29,288
-25,201
834
$716K ﹤0.01%
60,348
-62,154
835
$715K ﹤0.01%
155,830
+254
836
$714K ﹤0.01%
37,905
+480
837
$710K ﹤0.01%
34,355
-620
838
$707K ﹤0.01%
19,309
-5,413
839
$706K ﹤0.01%
18,490
+4,345
840
$704K ﹤0.01%
3,831
+38
841
$703K ﹤0.01%
31,019
-2,996
842
$702K ﹤0.01%
88,848
+6,008
843
$699K ﹤0.01%
11,625
-420
844
$698K ﹤0.01%
47,696
-965
845
$698K ﹤0.01%
31,177
+9,168
846
$696K ﹤0.01%
23,919
-656
847
$695K ﹤0.01%
24,915
+1,159
848
$694K ﹤0.01%
12,890
+313
849
$693K ﹤0.01%
14,755
-1,260
850
$693K ﹤0.01%
7,663
-106
32 33
34
35 36