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
1701
$146K ﹤0.01%
4,345
+1,324
1702
$146K ﹤0.01%
5,325
+316
1703
$145K ﹤0.01%
1,369
-552
1704
$145K ﹤0.01%
2,812
-199
1705
$144K ﹤0.01%
26,000
1706
$144K ﹤0.01%
70,472
+20,673
1707
$144K ﹤0.01%
4,790
+74
1708
$144K ﹤0.01%
10,022
1709
$144K ﹤0.01%
3,409
-328
1710
$144K ﹤0.01%
7,000
+500
1711
$143K ﹤0.01%
9,986
+8,000
1712
$143K ﹤0.01%
6,550
+1,850
1713
$143K ﹤0.01%
3,100
-1
1714
$143K ﹤0.01%
10,910
+2,420
1715
$143K ﹤0.01%
3,046
1716
$143K ﹤0.01%
6,875
+97
1717
$143K ﹤0.01%
17,605
+5,074
1718
$143K ﹤0.01%
5,119
+116
1719
$143K ﹤0.01%
5,464
+389
1720
$143K ﹤0.01%
5,898
1721
$143K ﹤0.01%
+7,394
1722
$142K ﹤0.01%
6,072
-693
1723
$142K ﹤0.01%
7,796
-58
1724
$142K ﹤0.01%
7,344
+6,491
1725
$142K ﹤0.01%
17,556
+771
67 68
69
70 71