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
1601
$172K ﹤0.01%
3,335
+1,000
1602
$171K ﹤0.01%
5,397
1603
$171K ﹤0.01%
9,263
+11
1604
$170K ﹤0.01%
10,780
+7,780
1605
$170K ﹤0.01%
2,420
+70
1606
$170K ﹤0.01%
8,000
1607
$169K ﹤0.01%
10,645
1608
$169K ﹤0.01%
9,171
-268
1609
$169K ﹤0.01%
8,840
1610
$169K ﹤0.01%
22,491
-28,077
1611
$169K ﹤0.01%
4,718
+1,056
1612
$169K ﹤0.01%
8,122
1613
$168K ﹤0.01%
2,602
+181
1614
$168K ﹤0.01%
2,630
+2,440
1615
$168K ﹤0.01%
3,078
1616
$168K ﹤0.01%
3,522
+921
1617
$167K ﹤0.01%
3,390
+250
1618
$167K ﹤0.01%
6,639
-143
1619
$167K ﹤0.01%
5,499
+109
1620
$166K ﹤0.01%
9,071
-65
1621
$166K ﹤0.01%
37,993
+8,199
1622
$166K ﹤0.01%
2,790
+206
1623
$165K ﹤0.01%
10,008
+2,850
1624
$165K ﹤0.01%
10,000
1625
$165K ﹤0.01%
3,096
-710
63 64
65
66 67