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
1826
$122K ﹤0.01%
93
+25
1827
$122K ﹤0.01%
7,924
-695
1828
$122K ﹤0.01%
4,175
1829
$122K ﹤0.01%
3,206
-875
1830
$122K ﹤0.01%
2,000
1831
$122K ﹤0.01%
11,399
1832
$122K ﹤0.01%
12,036
+2,090
1833
$122K ﹤0.01%
2,078
+69
1834
$122K ﹤0.01%
2,992
+390
1835
$122K ﹤0.01%
6,700
-7,208
1836
$122K ﹤0.01%
3,000
1837
$121K ﹤0.01%
12,122
+1,900
1838
$121K ﹤0.01%
5,290
+1,882
1839
$121K ﹤0.01%
2,685
+379
1840
$121K ﹤0.01%
1,700
-100
1841
$121K ﹤0.01%
2,340
+1,249
1842
$121K ﹤0.01%
11,579
1843
$120K ﹤0.01%
5,640
1844
$120K ﹤0.01%
4,760
+3,969
1845
$120K ﹤0.01%
4,341
+2,535
1846
$120K ﹤0.01%
46,941
+45,996
1847
$120K ﹤0.01%
1,147
+3
1848
$119K ﹤0.01%
2,588
-51
1849
$119K ﹤0.01%
1,862
-947
1850
$119K ﹤0.01%
3,705
+241
72 73
74
75 76