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
876
$656K ﹤0.01%
20,824
+92
877
$656K ﹤0.01%
12,850
-491
878
$653K ﹤0.01%
34,576
-614
879
$651K ﹤0.01%
46,470
+900
880
$648K ﹤0.01%
4,973
+253
881
$647K ﹤0.01%
90,000
882
$646K ﹤0.01%
16,514
+414
883
$644K ﹤0.01%
10,266
-150
884
$644K ﹤0.01%
4,861
-285
885
$644K ﹤0.01%
22,011
-3,342
886
$640K ﹤0.01%
17,594
+16,223
887
$638K ﹤0.01%
29,151
+5,377
888
$636K ﹤0.01%
7,567
-469
889
$635K ﹤0.01%
3,124
-62
890
$635K ﹤0.01%
13,580
-785
891
$635K ﹤0.01%
13,990
+86
892
$633K ﹤0.01%
14,963
-1,734
893
$632K ﹤0.01%
+71,098
894
$631K ﹤0.01%
10,774
-354
895
$631K ﹤0.01%
129,492
-139,995
896
$631K ﹤0.01%
46,220
+33,961
897
$630K ﹤0.01%
62,556
-2,210
898
$629K ﹤0.01%
25,255
+912
899
$629K ﹤0.01%
4,968
+750
900
$627K ﹤0.01%
3,274
-575
34 35
36
37 38