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
1101
$415K ﹤0.01%
902
-67
1102
$415K ﹤0.01%
7,102
-899
1103
$414K ﹤0.01%
25,326
+2,376
1104
$413K ﹤0.01%
9,398
+2,100
1105
$413K ﹤0.01%
+28,233
1106
$412K ﹤0.01%
129,513
+73,908
1107
$412K ﹤0.01%
11,953
+5,964
1108
$410K ﹤0.01%
7,357
-96
1109
$409K ﹤0.01%
21,559
+5,605
1110
$408K ﹤0.01%
22,523
-20,486
1111
$408K ﹤0.01%
18,280
+4,543
1112
$407K ﹤0.01%
17,579
+10,229
1113
$407K ﹤0.01%
23,592
+666
1114
$406K ﹤0.01%
+14,276
1115
$406K ﹤0.01%
13,522
+5,795
1116
$405K ﹤0.01%
8,374
-241
1117
$405K ﹤0.01%
23,960
-252
1118
$404K ﹤0.01%
2,808
+341
1119
$404K ﹤0.01%
4,674
+581
1120
$404K ﹤0.01%
26,000
+6,000
1121
$403K ﹤0.01%
21,739
+6,280
1122
$403K ﹤0.01%
5,458
-143
1123
$402K ﹤0.01%
6,151
+27
1124
$402K ﹤0.01%
44,450
1125
$402K ﹤0.01%
725
+327
43 44
45
46 47