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
1276
$303K ﹤0.01%
+6,456
1277
$302K ﹤0.01%
50,337
+5,413
1278
$302K ﹤0.01%
3,315
+200
1279
$302K ﹤0.01%
4,989
+1,786
1280
$299K ﹤0.01%
6,545
-21,641
1281
$299K ﹤0.01%
7,902
-1,763
1282
$299K ﹤0.01%
5,444
-1,468
1283
$298K ﹤0.01%
2,073
+1,961
1284
$296K ﹤0.01%
+36,039
1285
$295K ﹤0.01%
3,248
-10,192
1286
$295K ﹤0.01%
18,345
-554
1287
$294K ﹤0.01%
90,330
+1,250
1288
$293K ﹤0.01%
4,400
+2,400
1289
$293K ﹤0.01%
10,475
+5
1290
$293K ﹤0.01%
17,726
+15,851
1291
$292K ﹤0.01%
11,415
1292
$292K ﹤0.01%
8,701
+610
1293
$291K ﹤0.01%
16,768
+4,952
1294
$291K ﹤0.01%
15,870
+3,220
1295
$291K ﹤0.01%
5,883
+3,022
1296
$289K ﹤0.01%
9,627
+2,622
1297
$289K ﹤0.01%
1,741
-139
1298
$289K ﹤0.01%
5,076
1299
$288K ﹤0.01%
50,875
-6,813
1300
$288K ﹤0.01%
+7,272
50 51
52
53 54