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
951
$570K ﹤0.01%
40,374
+19,282
952
$570K ﹤0.01%
28,258
+4,096
953
$567K ﹤0.01%
38,500
954
$561K ﹤0.01%
9,952
+4
955
$561K ﹤0.01%
9,899
-1,222
956
$560K ﹤0.01%
7,246
+50
957
$557K ﹤0.01%
12,377
-22
958
$556K ﹤0.01%
12,570
-2,390
959
$554K ﹤0.01%
18,964
-11,224
960
$552K ﹤0.01%
13,306
-1,001
961
$552K ﹤0.01%
67,276
+11,686
962
$546K ﹤0.01%
3,846
+167
963
$546K ﹤0.01%
11,448
-883
964
$543K ﹤0.01%
23,610
+7,407
965
$543K ﹤0.01%
4,466
+388
966
$542K ﹤0.01%
21,313
-625
967
$539K ﹤0.01%
148,853
+96,692
968
$538K ﹤0.01%
7,210
+1,330
969
$537K ﹤0.01%
32,175
970
$537K ﹤0.01%
30,000
971
$536K ﹤0.01%
115,344
+79,634
972
$534K ﹤0.01%
50,600
973
$531K ﹤0.01%
21,200
974
$529K ﹤0.01%
4,851
+191
975
$528K ﹤0.01%
13,600
-12,549
37 38
39
40 41