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
1476
$213K ﹤0.01%
10,648
1477
$212K ﹤0.01%
5,450
+63
1478
$212K ﹤0.01%
6,714
+2,200
1479
$211K ﹤0.01%
13,495
-2,067
1480
$211K ﹤0.01%
4,200
1481
$209K ﹤0.01%
2,904
+264
1482
$209K ﹤0.01%
7,262
-50
1483
$209K ﹤0.01%
7,495
+362
1484
$208K ﹤0.01%
15,228
1485
$208K ﹤0.01%
1,336
-194
1486
$208K ﹤0.01%
13,883
+9,000
1487
$207K ﹤0.01%
32,607
+233
1488
$207K ﹤0.01%
11,257
+2,715
1489
$207K ﹤0.01%
8,794
+33
1490
$207K ﹤0.01%
2,414
-10
1491
$207K ﹤0.01%
13,155
+12,155
1492
$206K ﹤0.01%
3,500
1493
$205K ﹤0.01%
5,319
-8,736
1494
$205K ﹤0.01%
10,496
-7,216
1495
$205K ﹤0.01%
3,868
-1,158
1496
$204K ﹤0.01%
11,439
+2,294
1497
$204K ﹤0.01%
5,657
1498
$204K ﹤0.01%
104,315
+102,000
1499
$203K ﹤0.01%
6,744
+54
1500
$202K ﹤0.01%
7,233
-231
58 59
60
61 62