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
1251
$317K ﹤0.01%
11,753
+2,216
1252
$317K ﹤0.01%
12,520
+3,460
1253
$317K ﹤0.01%
9,987
+7,193
1254
$316K ﹤0.01%
265
+13
1255
$316K ﹤0.01%
3,361
-2,652
1256
$315K ﹤0.01%
6,388
-2,312
1257
$315K ﹤0.01%
3,928
+1,706
1258
$315K ﹤0.01%
6,375
+2,760
1259
$313K ﹤0.01%
1,381
+301
1260
$312K ﹤0.01%
3,932
+251
1261
$312K ﹤0.01%
12,425
+1,161
1262
$311K ﹤0.01%
6,938
+2,144
1263
$311K ﹤0.01%
18,481
+2,810
1264
$310K ﹤0.01%
17,432
-1,047
1265
$310K ﹤0.01%
6,358
+57
1266
$309K ﹤0.01%
13,170
+4,785
1267
$309K ﹤0.01%
25,955
1268
$308K ﹤0.01%
3,737
+38
1269
$307K ﹤0.01%
11,901
1270
$307K ﹤0.01%
7,510
+3,748
1271
$306K ﹤0.01%
32,498
-37,621
1272
$306K ﹤0.01%
9,820
+3,250
1273
$304K ﹤0.01%
34,556
-2,377
1274
$304K ﹤0.01%
8,304
+656
1275
$304K ﹤0.01%
11,718
-57
49 50
51
52 53