Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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 5.13%
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
101
$16.2M 0.08%
1,012,346
+212,765
102
$15.6M 0.08%
240,645
-1,432
103
$15.6M 0.08%
90,406
+22,280
104
$15.5M 0.08%
495,590
+18,612
105
$15.5M 0.08%
613,713
-6,726
106
$15.4M 0.08%
88,520
+2,756
107
$14.7M 0.07%
284,074
-4,553
108
$14.7M 0.07%
251,506
-10,317
109
$14.3M 0.07%
143,129
-8,750
110
$13.7M 0.07%
141,799
-1,900
111
$13.6M 0.07%
243,628
+62,426
112
$13.2M 0.07%
170,706
+901
113
$13.1M 0.07%
103,396
+1,872
114
$13.1M 0.07%
561,620
+79,960
115
$12.8M 0.06%
57,581
+159
116
$12.5M 0.06%
129,908
+16,497
117
$12.4M 0.06%
45,778
-2,713
118
$12.4M 0.06%
257,928
-1,712
119
$12.3M 0.06%
166,175
-1,051
120
$12M 0.06%
1,822,655
+383,269
121
$12M 0.06%
74,843
+21,327
122
$11.7M 0.06%
114,959
-6,235
123
$11.6M 0.06%
199,241
+818
124
$11.6M 0.06%
330,492
-5,004
125
$11.3M 0.06%
147,187
+10,676
3 4
5
6 7