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
1301
$287K ﹤0.01%
3,134
+13
1302
$287K ﹤0.01%
3,576
+1,716
1303
$286K ﹤0.01%
103,213
+1,345
1304
$285K ﹤0.01%
11,833
+3
1305
$284K ﹤0.01%
8,761
+1,598
1306
$284K ﹤0.01%
7,464
-111
1307
$284K ﹤0.01%
5,267
-1,047
1308
$284K ﹤0.01%
2,582
-407
1309
$282K ﹤0.01%
8,000
1310
$281K ﹤0.01%
19,361
+6,402
1311
$281K ﹤0.01%
72,150
+72,000
1312
$281K ﹤0.01%
36,000
1313
$281K ﹤0.01%
4,002
+728
1314
$280K ﹤0.01%
4,472
+1,216
1315
$280K ﹤0.01%
12,880
+5,068
1316
$279K ﹤0.01%
13,656
+2,143
1317
$279K ﹤0.01%
8,000
1318
$279K ﹤0.01%
18,286
+5,934
1319
$279K ﹤0.01%
4,423
-871
1320
$279K ﹤0.01%
5,951
-404
1321
$279K ﹤0.01%
7,708
+653
1322
$278K ﹤0.01%
17,076
+6
1323
$277K ﹤0.01%
5,333
+949
1324
$277K ﹤0.01%
9,326
-3,787
1325
$276K ﹤0.01%
3,122
+293
51 52
53
54 55