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
1426
$231K ﹤0.01%
+7,000
1427
$231K ﹤0.01%
5,462
+22
1428
$230K ﹤0.01%
3,723
+1,269
1429
$230K ﹤0.01%
8,237
+50
1430
$230K ﹤0.01%
1,806
-3,074
1431
$229K ﹤0.01%
7,592
+109
1432
$228K ﹤0.01%
11,788
1433
$227K ﹤0.01%
27,146
+3,944
1434
$227K ﹤0.01%
5,074
-590
1435
$227K ﹤0.01%
8,166
+2,598
1436
$226K ﹤0.01%
5,594
+5,316
1437
$226K ﹤0.01%
2,290
+500
1438
$225K ﹤0.01%
7,522
-1,500
1439
$225K ﹤0.01%
12,817
+1,717
1440
$224K ﹤0.01%
2,659
+641
1441
$224K ﹤0.01%
13,578
+1,888
1442
$224K ﹤0.01%
13,131
+3,673
1443
$224K ﹤0.01%
3,042
+136
1444
$224K ﹤0.01%
1,765
+246
1445
$224K ﹤0.01%
9,956
-4,042
1446
$223K ﹤0.01%
3,642
-348
1447
$223K ﹤0.01%
2,974
-143
1448
$223K ﹤0.01%
94,875
1449
$222K ﹤0.01%
9,983
1450
$222K ﹤0.01%
10,959
+773
56 57
58
59 60