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
1551
$187K ﹤0.01%
18,590
+1,045
1552
$186K ﹤0.01%
2,175
-463
1553
$186K ﹤0.01%
22,097
-4,239
1554
$186K ﹤0.01%
12,357
+896
1555
$184K ﹤0.01%
11,164
-864
1556
$184K ﹤0.01%
5,464
+4,519
1557
$184K ﹤0.01%
7,400
+1,252
1558
$183K ﹤0.01%
5,618
-1,480
1559
$183K ﹤0.01%
3,823
-66,125
1560
$183K ﹤0.01%
29,595
1561
$182K ﹤0.01%
5,815
+12
1562
$182K ﹤0.01%
4,695
-157
1563
$182K ﹤0.01%
4,920
+1,771
1564
$182K ﹤0.01%
10,000
1565
$182K ﹤0.01%
40,500
1566
$181K ﹤0.01%
1,556
+135
1567
$181K ﹤0.01%
3,858
+60
1568
$181K ﹤0.01%
44,435
+5,514
1569
$181K ﹤0.01%
937
-20
1570
$181K ﹤0.01%
5,005
+1,180
1571
$181K ﹤0.01%
5,661
-600
1572
$181K ﹤0.01%
11,937
-5,993
1573
$180K ﹤0.01%
22,434
+4,640
1574
$180K ﹤0.01%
6,501
+4,794
1575
$180K ﹤0.01%
2,565
-35
61 62
63
64 65