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
1526
$194K ﹤0.01%
15,000
+14,900
1527
$193K ﹤0.01%
16,964
-50
1528
$193K ﹤0.01%
3,778
+290
1529
$193K ﹤0.01%
9,370
+2,635
1530
$193K ﹤0.01%
15,450
-3,820
1531
$193K ﹤0.01%
3,946
-527
1532
$193K ﹤0.01%
6,880
+790
1533
$192K ﹤0.01%
35,626
1534
$191K ﹤0.01%
9,066
-190
1535
$190K ﹤0.01%
6,137
+5,923
1536
$190K ﹤0.01%
8,718
-647
1537
$189K ﹤0.01%
11,040
-610
1538
$189K ﹤0.01%
3,600
-1
1539
$189K ﹤0.01%
1,555
+375
1540
$188K ﹤0.01%
6,256
+6,048
1541
$188K ﹤0.01%
34,132
+713
1542
$188K ﹤0.01%
1,686
+123
1543
$188K ﹤0.01%
2,097
+646
1544
$188K ﹤0.01%
18,251
1545
$187K ﹤0.01%
4,954
+822
1546
$187K ﹤0.01%
7,552
+3,002
1547
$187K ﹤0.01%
4,599
-372
1548
$187K ﹤0.01%
7,773
+147
1549
$187K ﹤0.01%
134,376
+47,010
1550
$187K ﹤0.01%
807
+91
60 61
62
63 64