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
1676
$152K ﹤0.01%
11,093
1677
$152K ﹤0.01%
9,409
1678
$151K ﹤0.01%
2,239
+416
1679
$151K ﹤0.01%
5,980
-584
1680
$151K ﹤0.01%
4,619
+1,882
1681
$151K ﹤0.01%
1,686
-450
1682
$150K ﹤0.01%
17,309
-1,279
1683
$150K ﹤0.01%
2,585
-1,774
1684
$150K ﹤0.01%
6,052
-7,872
1685
$150K ﹤0.01%
6,415
-108
1686
$149K ﹤0.01%
7,071
+1,240
1687
$149K ﹤0.01%
6,496
+2,946
1688
$149K ﹤0.01%
4,805
-1,556
1689
$149K ﹤0.01%
2,610
-390
1690
$149K ﹤0.01%
2,176
-86
1691
$149K ﹤0.01%
4,587
+666
1692
$148K ﹤0.01%
5,915
+3,215
1693
$148K ﹤0.01%
1,601
1694
$148K ﹤0.01%
9,876
-464
1695
$147K ﹤0.01%
5,920
1696
$147K ﹤0.01%
16,638
-5,614
1697
$147K ﹤0.01%
13,565
+512
1698
$147K ﹤0.01%
6,587
-2,290
1699
$147K ﹤0.01%
11,652
-91
1700
$146K ﹤0.01%
2,436
+8
66 67
68
69 70