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
1401
$240K ﹤0.01%
4,228
+11
1402
$240K ﹤0.01%
3,271
-45
1403
$240K ﹤0.01%
5,223
-143
1404
$240K ﹤0.01%
9,275
+123
1405
$239K ﹤0.01%
20,150
+11,018
1406
$239K ﹤0.01%
13,088
+2,100
1407
$239K ﹤0.01%
10,944
+4,350
1408
$238K ﹤0.01%
1,341
+725
1409
$237K ﹤0.01%
11,646
+8,130
1410
$237K ﹤0.01%
13,177
-566
1411
$236K ﹤0.01%
3,122
-50
1412
$236K ﹤0.01%
3,826
+128
1413
$235K ﹤0.01%
4,106
+1,534
1414
$235K ﹤0.01%
8,435
+1,230
1415
$235K ﹤0.01%
4,322
+322
1416
$235K ﹤0.01%
13,072
+800
1417
$233K ﹤0.01%
626
1418
$233K ﹤0.01%
4,252
+3,732
1419
$233K ﹤0.01%
3,154
+1,612
1420
$232K ﹤0.01%
5,901
+222
1421
$232K ﹤0.01%
25,750
+13,991
1422
$232K ﹤0.01%
5,295
+2,001
1423
$231K ﹤0.01%
1,659
+1,226
1424
$231K ﹤0.01%
3,895
+1,495
1425
$231K ﹤0.01%
2,374
+20
55 56
57
58 59