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 5.13%
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
151
$8.81M 0.04%
99,224
-5,198
152
$8.58M 0.04%
156,794
+410
153
$8.46M 0.04%
45,648
+800
154
$8.4M 0.04%
525,812
+335,336
155
$8.38M 0.04%
749,155
+1,404
156
$8.36M 0.04%
80,397
+1,719
157
$8.25M 0.04%
64,599
+796
158
$8.23M 0.04%
92,561
-2,147
159
$8.16M 0.04%
170,538
-7,083
160
$8.09M 0.04%
354,430
-38,598
161
$7.98M 0.04%
259,852
-4,243
162
$7.98M 0.04%
184,691
-1,518
163
$7.8M 0.04%
177,507
-1,118
164
$7.8M 0.04%
171,830
+46,858
165
$7.8M 0.04%
428,784
+3,138
166
$7.74M 0.04%
296,206
+96,052
167
$7.68M 0.04%
95,488
+4,561
168
$7.43M 0.04%
513,929
-7,221
169
$7.41M 0.04%
190,834
+4,606
170
$7.36M 0.04%
62,324
-7,480
171
$7.32M 0.04%
51,935
-4,564
172
$7.27M 0.04%
112,382
-21,119
173
$7.25M 0.04%
94,648
-4,088
174
$7.15M 0.04%
98,595
+1,730
175
$7.13M 0.04%
96,157
-5,794
5 6
7
8 9