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
1751
$137K ﹤0.01%
2,043
+1,043
1752
$137K ﹤0.01%
6,000
1753
$137K ﹤0.01%
7,860
-95
1754
$136K ﹤0.01%
6,806
+200
1755
$136K ﹤0.01%
1,467
1756
$136K ﹤0.01%
1,257
+25
1757
$136K ﹤0.01%
1,540
+450
1758
$135K ﹤0.01%
2,394
-555
1759
– –
0
1760
$135K ﹤0.01%
1,628
1761
$135K ﹤0.01%
3,501
+1,199
1762
$135K ﹤0.01%
2,736
+828
1763
$134K ﹤0.01%
3,478
+511
1764
$134K ﹤0.01%
29,230
-5,754
1765
$133K ﹤0.01%
9,000
1766
$133K ﹤0.01%
1,365
-81
1767
$133K ﹤0.01%
1,007
-1,034
1768
$133K ﹤0.01%
7,137
+3,253
1769
$132K ﹤0.01%
6,310
+11
1770
$132K ﹤0.01%
15,564
-7
1771
$132K ﹤0.01%
4,391
+1,277
1772
$132K ﹤0.01%
1,420
+58
1773
$131K ﹤0.01%
74,650
-74,650
1774
$131K ﹤0.01%
4,696
+21
1775
$131K ﹤0.01%
758
69 70
71
72 73