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
901
$625K ﹤0.01%
6,527
+384
902
$624K ﹤0.01%
176,848
+37,708
903
$622K ﹤0.01%
23,718
+350
904
$621K ﹤0.01%
13,693
+93
905
$620K ﹤0.01%
17,392
+51
906
$619K ﹤0.01%
13,137
+1,154
907
$618K ﹤0.01%
24,693
-3,927
908
$618K ﹤0.01%
69,531
+69,418
909
$617K ﹤0.01%
16,536
-863
910
$617K ﹤0.01%
19,072
+7,981
911
$616K ﹤0.01%
9,877
+1,996
912
$614K ﹤0.01%
24,505
+4,300
913
$614K ﹤0.01%
26,124
-713
914
$613K ﹤0.01%
14,240
+335
915
$612K ﹤0.01%
25,408
+3,100
916
$610K ﹤0.01%
9,252
+726
917
$607K ﹤0.01%
17,520
918
$606K ﹤0.01%
8,396
+5,786
919
$603K ﹤0.01%
4,650
-811
920
$601K ﹤0.01%
25,203
-690
921
$601K ﹤0.01%
23,800
922
$599K ﹤0.01%
3,583
+203
923
$597K ﹤0.01%
27,255
-49,304
924
$597K ﹤0.01%
9,626
+278
925
$596K ﹤0.01%
39,097
+12,918
35 36
37
38 39