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
1126
$400K ﹤0.01%
30,231
+4,290
1127
$400K ﹤0.01%
31,651
+27,137
1128
$400K ﹤0.01%
59,271
1129
$399K ﹤0.01%
19,543
-1,079
1130
$399K ﹤0.01%
4,461
-21
1131
$398K ﹤0.01%
17,380
+10
1132
$397K ﹤0.01%
9,798
+2,320
1133
$397K ﹤0.01%
10,314
-5,803
1134
$396K ﹤0.01%
16,417
+2,169
1135
$394K ﹤0.01%
11,526
1136
$394K ﹤0.01%
10,570
+10,000
1137
$394K ﹤0.01%
4,233
-536
1138
$393K ﹤0.01%
8,963
-4,094
1139
$392K ﹤0.01%
3,434
+255
1140
$390K ﹤0.01%
22,590
+213
1141
$389K ﹤0.01%
12,188
+2,990
1142
$389K ﹤0.01%
4,689
+243
1143
$388K ﹤0.01%
13,123
+12,987
1144
$387K ﹤0.01%
25,692
+952
1145
$386K ﹤0.01%
10,760
-5,150
1146
$385K ﹤0.01%
53,102
1147
$384K ﹤0.01%
36,819
-334
1148
$383K ﹤0.01%
4,389
1149
$382K ﹤0.01%
26,727
+135
1150
$379K ﹤0.01%
406
+20
44 45
46
47 48