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
1651
$157K ﹤0.01%
1,554
-176
1652
$157K ﹤0.01%
9,000
1653
$156K ﹤0.01%
3,887
-1,395
1654
$156K ﹤0.01%
5,865
-1,001
1655
$155K ﹤0.01%
3,965
-28
1656
$154K ﹤0.01%
3,534
-8
1657
$154K ﹤0.01%
4,555
+55
1658
$154K ﹤0.01%
3,823
1659
$154K ﹤0.01%
13,735
-60
1660
$154K ﹤0.01%
6,715
+1,000
1661
$154K ﹤0.01%
1,307
+40
1662
$154K ﹤0.01%
2,397
+1,285
1663
$154K ﹤0.01%
8,302
1664
$154K ﹤0.01%
859
-3
1665
$153K ﹤0.01%
5,050
+2,862
1666
$153K ﹤0.01%
12,212
+2,750
1667
$153K ﹤0.01%
5,597
+1,489
1668
$153K ﹤0.01%
3,056
1669
$153K ﹤0.01%
10,650
+300
1670
$153K ﹤0.01%
9,101
+9,000
1671
$153K ﹤0.01%
2,007
+18
1672
$153K ﹤0.01%
3,122
+3,092
1673
$152K ﹤0.01%
10,016
1674
$152K ﹤0.01%
11,068
+5,795
1675
$152K ﹤0.01%
1,803
-18
65 66
67
68 69