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
1376
$248K ﹤0.01%
26,258
+4,333
1377
$248K ﹤0.01%
2,737
-9
1378
$248K ﹤0.01%
4,224
+400
1379
$247K ﹤0.01%
4,564
+2,920
1380
$247K ﹤0.01%
11,338
-18,360
1381
$246K ﹤0.01%
1,821
-433
1382
$246K ﹤0.01%
10,194
+1,848
1383
$246K ﹤0.01%
4,045
-1,005
1384
$246K ﹤0.01%
3,948
+1,368
1385
$246K ﹤0.01%
9,376
+2,170
1386
$246K ﹤0.01%
8,811
+2,607
1387
$245K ﹤0.01%
7,154
+4,795
1388
$245K ﹤0.01%
12,218
+9,751
1389
$244K ﹤0.01%
6,310
+578
1390
$244K ﹤0.01%
30,488
-29,532
1391
$243K ﹤0.01%
16,998
1392
$243K ﹤0.01%
5,480
+480
1393
$242K ﹤0.01%
8,607
-8,607
1394
$242K ﹤0.01%
3,847
-29,616
1395
$241K ﹤0.01%
1,950
+23
1396
$241K ﹤0.01%
16,795
1397
$241K ﹤0.01%
5,098
+163
1398
$241K ﹤0.01%
15,913
+41
1399
$240K ﹤0.01%
10,000
1400
$240K ﹤0.01%
12,641
+1,077
54 55
56
57 58