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
1501
$202K ﹤0.01%
3,218
+1,611
1502
$202K ﹤0.01%
8,432
+3,132
1503
$202K ﹤0.01%
5,075
+675
1504
$202K ﹤0.01%
2,100
+173
1505
$201K ﹤0.01%
1,288
+1,189
1506
$201K ﹤0.01%
4,480
+2,897
1507
$201K ﹤0.01%
8,086
+218
1508
$200K ﹤0.01%
2,543
-519
1509
$200K ﹤0.01%
8,569
-3,000
1510
$199K ﹤0.01%
1,921
-371
1511
$198K ﹤0.01%
5,342
+581
1512
$198K ﹤0.01%
2,348
-3,170
1513
$198K ﹤0.01%
14,720
1514
$198K ﹤0.01%
2,596
-887
1515
$197K ﹤0.01%
4,045
+685
1516
$197K ﹤0.01%
22,100
+9,100
1517
$196K ﹤0.01%
5,665
+864
1518
$195K ﹤0.01%
2,132
+357
1519
$195K ﹤0.01%
6,376
-147
1520
$194K ﹤0.01%
4,602
-648
1521
$194K ﹤0.01%
45,568
+10,568
1522
$194K ﹤0.01%
4,501
+3,000
1523
$194K ﹤0.01%
4,157
+613
1524
$194K ﹤0.01%
2,232
+1,154
1525
$194K ﹤0.01%
1,924
-93
59 60
61
62 63