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
1176
$358K ﹤0.01%
11,280
+1,524
1177
$358K ﹤0.01%
10,341
1178
$355K ﹤0.01%
27,554
+185
1179
$355K ﹤0.01%
9,924
1180
$355K ﹤0.01%
3,659
-1,250
1181
$355K ﹤0.01%
11,040
-2,353
1182
$352K ﹤0.01%
5,350
-208
1183
$352K ﹤0.01%
6,587
+1,533
1184
$351K ﹤0.01%
5,458
1185
$351K ﹤0.01%
26,260
+13,308
1186
$351K ﹤0.01%
4,035
-694
1187
$350K ﹤0.01%
8,376
+860
1188
$350K ﹤0.01%
8,604
1189
$349K ﹤0.01%
15,600
1190
$348K ﹤0.01%
12,516
1191
$348K ﹤0.01%
6,738
+72
1192
$348K ﹤0.01%
25,454
-500
1193
$347K ﹤0.01%
32,145
+6,000
1194
$345K ﹤0.01%
4,114
1195
$345K ﹤0.01%
15,106
+5,034
1196
$343K ﹤0.01%
9,621
+995
1197
$342K ﹤0.01%
7,039
-4,605
1198
$342K ﹤0.01%
26,917
+8,124
1199
$341K ﹤0.01%
21,875
+17,425
1200
$341K ﹤0.01%
7,636
+1,393
46 47
48
49 50