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
1151
$378K ﹤0.01%
33,781
-14,519
1152
$377K ﹤0.01%
7,263
+1,270
1153
$375K ﹤0.01%
8,611
+488
1154
$375K ﹤0.01%
5,737
+775
1155
$375K ﹤0.01%
20,069
-15,942
1156
$374K ﹤0.01%
5,705
-1,018
1157
$374K ﹤0.01%
8,085
+568
1158
$373K ﹤0.01%
22,658
+7,241
1159
$372K ﹤0.01%
7,781
+1,327
1160
$371K ﹤0.01%
49,344
+1,026
1161
$371K ﹤0.01%
5,715
-1,085
1162
$370K ﹤0.01%
3,506
+359
1163
$370K ﹤0.01%
12,675
1164
$369K ﹤0.01%
29,235
+13,729
1165
$369K ﹤0.01%
3,050
-1,577
1166
$366K ﹤0.01%
9,946
+43
1167
$366K ﹤0.01%
10,250
1168
$365K ﹤0.01%
7,965
+375
1169
$364K ﹤0.01%
6,453
+3,479
1170
$364K ﹤0.01%
13,627
-10
1171
$363K ﹤0.01%
8,635
1172
$363K ﹤0.01%
9,102
-2,997
1173
$362K ﹤0.01%
7,336
-1,876
1174
$359K ﹤0.01%
16,625
-552
1175
$358K ﹤0.01%
11,047
-1,303
45 46
47
48 49