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
1726
$141K ﹤0.01%
3,373
1727
$141K ﹤0.01%
15,541
+5,531
1728
$141K ﹤0.01%
1,407
+247
1729
$141K ﹤0.01%
1,152
+27
1730
$141K ﹤0.01%
11,273
+3,921
1731
$141K ﹤0.01%
4,083
+1,663
1732
$141K ﹤0.01%
7,125
1733
$140K ﹤0.01%
7,382
+617
1734
$140K ﹤0.01%
11,810
+2,813
1735
$139K ﹤0.01%
398
1736
$139K ﹤0.01%
1,110
-70
1737
$139K ﹤0.01%
29,661
+2,161
1738
$139K ﹤0.01%
2,360
1739
$139K ﹤0.01%
13,645
-1,812
1740
$139K ﹤0.01%
8,168
-9,441
1741
$139K ﹤0.01%
4,716
-544
1742
$139K ﹤0.01%
7,745
1743
$139K ﹤0.01%
3,593
+103
1744
$138K ﹤0.01%
1,925
+761
1745
$138K ﹤0.01%
2,843
-3,828
1746
$137K ﹤0.01%
2,921
-1,635
1747
$137K ﹤0.01%
7,888
+1,888
1748
$137K ﹤0.01%
4,962
-1,074
1749
$137K ﹤0.01%
5,570
-195
1750
$137K ﹤0.01%
9,712
68 69
70
71 72