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
1076
$437K ﹤0.01%
112,000
+65,214
1077
$436K ﹤0.01%
8,135
-981
1078
$434K ﹤0.01%
16,785
+4,458
1079
$434K ﹤0.01%
13,095
+2,950
1080
$433K ﹤0.01%
16,052
-5,604
1081
$433K ﹤0.01%
5,450
+950
1082
$432K ﹤0.01%
67,350
+4,969
1083
$429K ﹤0.01%
9,994
-67
1084
$429K ﹤0.01%
7,065
+68
1085
$428K ﹤0.01%
307
+288
1086
$426K ﹤0.01%
12,898
+111
1087
$425K ﹤0.01%
1,695
+188
1088
$424K ﹤0.01%
14,834
+12,362
1089
$423K ﹤0.01%
12,305
1090
$423K ﹤0.01%
10,308
-236
1091
$423K ﹤0.01%
3,481
-1,261
1092
$419K ﹤0.01%
12,462
+4,724
1093
$418K ﹤0.01%
32,283
+200
1094
$418K ﹤0.01%
15,480
-2,068
1095
$418K ﹤0.01%
7,775
-544
1096
$417K ﹤0.01%
4,556
+176
1097
$417K ﹤0.01%
8,209
-62
1098
$416K ﹤0.01%
2,029
-1,045
1099
$416K ﹤0.01%
36,374
+3,990
1100
$416K ﹤0.01%
11,935
+650
42 43
44
45 46