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
1851
$119K ﹤0.01%
11,302
+7,235
1852
$119K ﹤0.01%
7,560
-163
1853
$119K ﹤0.01%
1,108
-5
1854
$119K ﹤0.01%
1,909
+578
1855
$119K ﹤0.01%
535
1856
$119K ﹤0.01%
8,675
+3,575
1857
$118K ﹤0.01%
5,625
+5,600
1858
$118K ﹤0.01%
4,871
+153
1859
$118K ﹤0.01%
7,066
+472
1860
$118K ﹤0.01%
3,966
+2
1861
$118K ﹤0.01%
13,186
-2,852
1862
$118K ﹤0.01%
874
+253
1863
$118K ﹤0.01%
2,436
-607
1864
$118K ﹤0.01%
35,000
1865
$117K ﹤0.01%
705
+92
1866
$117K ﹤0.01%
16,310
-2,000
1867
$117K ﹤0.01%
1,674
+1,439
1868
$117K ﹤0.01%
1,492
-3,280
1869
$117K ﹤0.01%
17,106
+8,618
1870
$117K ﹤0.01%
2,182
-100
1871
$116K ﹤0.01%
3,307
+225
1872
$116K ﹤0.01%
5,203
+2,503
1873
$116K ﹤0.01%
1,790
1874
$116K ﹤0.01%
3,940
-422
1875
$116K ﹤0.01%
2,008
73 74
75
76 77