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
1451
$222K ﹤0.01%
7,403
+2,625
1452
$221K ﹤0.01%
9,812
+4,972
1453
$221K ﹤0.01%
2,170
+350
1454
$221K ﹤0.01%
11,753
1455
$220K ﹤0.01%
2,581
+2
1456
$220K ﹤0.01%
17,412
+16,049
1457
$219K ﹤0.01%
10,586
+2,763
1458
$219K ﹤0.01%
4,594
-1,798
1459
$219K ﹤0.01%
11,935
+2,455
1460
$219K ﹤0.01%
8,729
-1,030
1461
$219K ﹤0.01%
15,671
+15,271
1462
$218K ﹤0.01%
18,855
1463
$217K ﹤0.01%
3,355
1464
$216K ﹤0.01%
15,375
-23,748
1465
$216K ﹤0.01%
3,603
+467
1466
$216K ﹤0.01%
25,800
+22,500
1467
$216K ﹤0.01%
6,351
1468
$215K ﹤0.01%
4,774
-2,722
1469
$215K ﹤0.01%
7,394
-35
1470
$215K ﹤0.01%
8,545
+87
1471
$214K ﹤0.01%
16,010
+6,010
1472
$214K ﹤0.01%
33,788
1473
$214K ﹤0.01%
21,331
+5,286
1474
$214K ﹤0.01%
1,955
+96
1475
$213K ﹤0.01%
9,701
-4,769
57 58
59
60 61