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
976
$527K ﹤0.01%
13,267
977
$525K ﹤0.01%
26,343
+10,106
978
$524K ﹤0.01%
2,817
+407
979
$524K ﹤0.01%
27,950
-140
980
$522K ﹤0.01%
6,604
+5,239
981
$522K ﹤0.01%
25,485
+574
982
$521K ﹤0.01%
29,975
-7,099
983
$521K ﹤0.01%
17,847
-310
984
$521K ﹤0.01%
9,422
-297
985
$518K ﹤0.01%
21,915
+3,753
986
$515K ﹤0.01%
9,864
-155
987
$514K ﹤0.01%
6,805
+437
988
$513K ﹤0.01%
20,000
989
$512K ﹤0.01%
40,000
990
$511K ﹤0.01%
1,901
-86
991
$511K ﹤0.01%
18,852
+900
992
$510K ﹤0.01%
59,553
+28,665
993
$509K ﹤0.01%
7,064
-104
994
$509K ﹤0.01%
131,605
+31,826
995
$508K ﹤0.01%
5,853
+107
996
$507K ﹤0.01%
16,676
+2,163
997
$506K ﹤0.01%
10,904
-939
998
$505K ﹤0.01%
16,016
+15,990
999
$504K ﹤0.01%
9,065
-2,749
1000
$502K ﹤0.01%
12,575
+974
38 39
40
41 42