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
1776
$131K ﹤0.01%
6,750
+377
1777
$131K ﹤0.01%
9,984
+374
1778
$131K ﹤0.01%
2,033
+1,900
1779
$130K ﹤0.01%
105
-48
1780
$130K ﹤0.01%
5,370
1781
$130K ﹤0.01%
1,671
+823
1782
$130K ﹤0.01%
4,663
-167
1783
$129K ﹤0.01%
1,605
-145
1784
$129K ﹤0.01%
2,974
+2,200
1785
$129K ﹤0.01%
1,046
-589
1786
$129K ﹤0.01%
4,021
+113
1787
$129K ﹤0.01%
9,189
1788
$129K ﹤0.01%
18,112
-35,332
1789
$129K ﹤0.01%
4,570
+2,056
1790
$128K ﹤0.01%
7,534
+7,257
1791
$128K ﹤0.01%
4,199
+9
1792
$128K ﹤0.01%
4,167
+3,131
1793
$128K ﹤0.01%
+20,000
1794
$128K ﹤0.01%
5,976
-59,174
1795
$128K ﹤0.01%
315
-3,083
1796
$128K ﹤0.01%
4,494
+2,194
1797
$128K ﹤0.01%
1,180
+1,162
1798
$128K ﹤0.01%
4,386
1799
$127K ﹤0.01%
31,343
+9,794
1800
$127K ﹤0.01%
3,006
70 71
72
73 74