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
1351
$265K ﹤0.01%
8,885
+3,022
1352
$264K ﹤0.01%
5,641
-31
1353
$263K ﹤0.01%
10,592
+1,635
1354
$263K ﹤0.01%
35,177
-90,653
1355
$262K ﹤0.01%
4,065
-21,200
1356
$261K ﹤0.01%
18,868
+14,675
1357
$260K ﹤0.01%
19,277
-4,690
1358
$259K ﹤0.01%
2,036
+197
1359
$259K ﹤0.01%
7,924
-7,793
1360
$259K ﹤0.01%
3,259
+78
1361
$259K ﹤0.01%
169,389
-82
1362
$257K ﹤0.01%
12,600
+6,600
1363
$255K ﹤0.01%
6,684
-159
1364
$255K ﹤0.01%
18,405
+17,805
1365
$255K ﹤0.01%
3,686
+302
1366
$254K ﹤0.01%
2,532
+35
1367
$253K ﹤0.01%
2,865
-15
1368
$253K ﹤0.01%
21,887
+159
1369
$252K ﹤0.01%
5,723
+23
1370
$251K ﹤0.01%
3,265
-427
1371
$251K ﹤0.01%
8,063
-3
1372
$250K ﹤0.01%
4,907
-4,636
1373
$250K ﹤0.01%
2,862
+1,099
1374
$249K ﹤0.01%
580
-112
1375
$248K ﹤0.01%
1,221
+32
53 54
55
56 57