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
1576
$179K ﹤0.01%
4,520
-20,582
1577
$179K ﹤0.01%
7,250
1578
$179K ﹤0.01%
10,291
-4,289
1579
$178K ﹤0.01%
2,736
-1,438
1580
$178K ﹤0.01%
8,108
-599
1581
$178K ﹤0.01%
7,526
-689
1582
$177K ﹤0.01%
1,859
+150
1583
$177K ﹤0.01%
9,700
-13,500
1584
$177K ﹤0.01%
4,440
-512
1585
$176K ﹤0.01%
8,273
-5,189
1586
$176K ﹤0.01%
5,174
+2,674
1587
$176K ﹤0.01%
10,913
1588
$176K ﹤0.01%
3,377
+171
1589
$175K ﹤0.01%
3,515
+841
1590
$175K ﹤0.01%
5,248
-6
1591
$175K ﹤0.01%
2,440
1592
$175K ﹤0.01%
5,378
+782
1593
$175K ﹤0.01%
7,803
-3,646
1594
$174K ﹤0.01%
6,154
-389
1595
$174K ﹤0.01%
10,322
-6,859
1596
$173K ﹤0.01%
10,435
+935
1597
$173K ﹤0.01%
3,039
+1,068
1598
$173K ﹤0.01%
17,893
-1,231
1599
$172K ﹤0.01%
1,677
-200
1600
$172K ﹤0.01%
2,168
+413
62 63
64
65 66