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
926
$596K ﹤0.01%
6,929
+1,198
927
$595K ﹤0.01%
9,391
+318
928
$595K ﹤0.01%
23,697
+14,044
929
$595K ﹤0.01%
11,066
+2,756
930
$589K ﹤0.01%
17,637
+988
931
$588K ﹤0.01%
24,699
-4,167
932
$587K ﹤0.01%
5,540
+1,790
933
$585K ﹤0.01%
29,659
-6,240
934
$584K ﹤0.01%
13,752
+5,164
935
$584K ﹤0.01%
19,942
+241
936
$583K ﹤0.01%
5,779
-329
937
$582K ﹤0.01%
45,085
+3,760
938
$579K ﹤0.01%
8,659
-4,841
939
$579K ﹤0.01%
7,569
-25
940
$579K ﹤0.01%
18,624
-110
941
$578K ﹤0.01%
21,590
-6,198
942
$577K ﹤0.01%
10,466
+1,512
943
$576K ﹤0.01%
20,607
-8,024
944
$576K ﹤0.01%
24,096
-1,624
945
$576K ﹤0.01%
12,362
-2,852
946
$574K ﹤0.01%
15,129
+3,457
947
$574K ﹤0.01%
39,448
+14,200
948
$574K ﹤0.01%
52,980
-4,555
949
$573K ﹤0.01%
4,584
950
$572K ﹤0.01%
19,430
-171
36 37
38
39 40