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
1201
$341K ﹤0.01%
9,936
+9
1202
$339K ﹤0.01%
14,335
-1,585
1203
$339K ﹤0.01%
3,828
+69
1204
$338K ﹤0.01%
40,065
1205
$338K ﹤0.01%
+27
1206
$337K ﹤0.01%
40,504
-27,215
1207
$337K ﹤0.01%
7,610
-1,188
1208
$337K ﹤0.01%
4,865
+657
1209
$336K ﹤0.01%
17,635
+571
1210
$336K ﹤0.01%
19,274
1211
$335K ﹤0.01%
21,064
+4,221
1212
$335K ﹤0.01%
13,647
-4,102
1213
$333K ﹤0.01%
29,559
+17,469
1214
$333K ﹤0.01%
+11,314
1215
$333K ﹤0.01%
5,596
+47
1216
$332K ﹤0.01%
12,535
+115
1217
$332K ﹤0.01%
8,415
+202
1218
$330K ﹤0.01%
18,991
-1,035
1219
$330K ﹤0.01%
4,492
+3,468
1220
$330K ﹤0.01%
3,400
+2,940
1221
$329K ﹤0.01%
813
+63
1222
$329K ﹤0.01%
6,332
-5,714
1223
$329K ﹤0.01%
4,853
-32
1224
$329K ﹤0.01%
15,065
+5,423
1225
$328K ﹤0.01%
40,310
+16,114
47 48
49
50 51