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
851
$690K ﹤0.01%
34,958
+1,950
852
$686K ﹤0.01%
5,642
+2,876
853
$685K ﹤0.01%
25,904
854
$685K ﹤0.01%
27,549
-432
855
$684K ﹤0.01%
9,935
+174
856
$680K ﹤0.01%
9,262
+601
857
$679K ﹤0.01%
60,153
+22,895
858
$678K ﹤0.01%
6,217
+396
859
$678K ﹤0.01%
6,070
+106
860
$678K ﹤0.01%
13,997
+5,666
861
$677K ﹤0.01%
17,595
+2,877
862
$677K ﹤0.01%
2,800
+313
863
$675K ﹤0.01%
151,705
+23,060
864
$674K ﹤0.01%
41,353
-5,288
865
$669K ﹤0.01%
44,195
-1,322
866
$669K ﹤0.01%
5,998
-346
867
$669K ﹤0.01%
25,745
+4,585
868
$668K ﹤0.01%
9,039
-550
869
$666K ﹤0.01%
9,935
+667
870
$665K ﹤0.01%
28,692
+8,287
871
$661K ﹤0.01%
4,973
-75
872
$659K ﹤0.01%
48,489
+3,896
873
$659K ﹤0.01%
6,695
-336
874
$659K ﹤0.01%
48,687
-5,000
875
$658K ﹤0.01%
9,085
+910
33 34
35
36 37