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
1326
$276K ﹤0.01%
4,622
+848
1327
$276K ﹤0.01%
26,035
+1,360
1328
$275K ﹤0.01%
2,911
1329
$275K ﹤0.01%
3,701
-542
1330
$275K ﹤0.01%
8,016
+3,991
1331
$275K ﹤0.01%
4,032
+2,096
1332
$274K ﹤0.01%
43,403
+4,169
1333
$274K ﹤0.01%
5,325
-301
1334
$272K ﹤0.01%
11,754
-4,075
1335
$272K ﹤0.01%
1,207
+92
1336
$271K ﹤0.01%
44,011
-5,294
1337
$271K ﹤0.01%
8,963
+163
1338
$271K ﹤0.01%
8,763
-300
1339
$270K ﹤0.01%
26,439
+12,361
1340
$270K ﹤0.01%
859
-672
1341
$269K ﹤0.01%
5,060
-1,747
1342
$268K ﹤0.01%
30,613
-5,746
1343
$267K ﹤0.01%
3,826
+220
1344
$267K ﹤0.01%
11,136
1345
$267K ﹤0.01%
17,503
-14,967
1346
$267K ﹤0.01%
194
+172
1347
$267K ﹤0.01%
20,696
1348
$266K ﹤0.01%
36,739
1349
$265K ﹤0.01%
14,672
+1,813
1350
$265K ﹤0.01%
12,712
-674
52 53
54
55 56