Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
4,949
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$135M
3
+$115M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$98.8M

Top Sells

1
+$99.7M
2
+$15.2M
3
+$9.77M
4
YHOO
Yahoo Inc
YHOO
+$4.72M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.5M

Sector Composition

1 Financials 5.14%
2 Energy 4.03%
3 Technology 3.68%
4 Healthcare 2.31%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$131K ﹤0.01%
2,033
+1,900
1777
$131K ﹤0.01%
6,750
+377
1778
$130K ﹤0.01%
105
-48
1779
$130K ﹤0.01%
5,370
1780
$130K ﹤0.01%
1,671
+823
1781
$130K ﹤0.01%
4,663
-167
1782
$129K ﹤0.01%
1,605
-145
1783
$129K ﹤0.01%
2,974
+2,200
1784
$129K ﹤0.01%
1,046
-589
1785
$129K ﹤0.01%
4,021
+113
1786
$129K ﹤0.01%
9,189
1787
$129K ﹤0.01%
18,112
-35,332
1788
$129K ﹤0.01%
4,570
+2,056
1789
$128K ﹤0.01%
7,534
+7,257
1790
$128K ﹤0.01%
4,199
+9
1791
$128K ﹤0.01%
4,167
+3,131
1792
$128K ﹤0.01%
+20,000
1793
$128K ﹤0.01%
5,976
-59,174
1794
$128K ﹤0.01%
315
-3,083
1795
$128K ﹤0.01%
4,494
+2,194
1796
$128K ﹤0.01%
1,180
+1,162
1797
$128K ﹤0.01%
4,386
1798
$127K ﹤0.01%
31,343
+9,794
1799
$127K ﹤0.01%
3,006
1800
$127K ﹤0.01%
4,512
-1,433
70 71
72
73 74