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
1876
$116K ﹤0.01%
26,400
+300
1877
$116K ﹤0.01%
3,800
+500
1878
$115K ﹤0.01%
1,915
-665
1879
$114K ﹤0.01%
3,173
+53
1880
$114K ﹤0.01%
8,287
-495
1881
$114K ﹤0.01%
1,140
+21
1882
$114K ﹤0.01%
12
-3
1883
$113K ﹤0.01%
10,328
-3,406
1884
$113K ﹤0.01%
7,380
1885
$113K ﹤0.01%
2,391
+173
1886
$113K ﹤0.01%
3,844
+77
1887
$113K ﹤0.01%
1,379
+308
1888
$113K ﹤0.01%
2,223
+224
1889
$113K ﹤0.01%
1,118
1890
$113K ﹤0.01%
45,000
-4,901
1891
$113K ﹤0.01%
1,350
+850
1892
$112K ﹤0.01%
26,468
-14,338
1893
$112K ﹤0.01%
2,893
-1,627
1894
$112K ﹤0.01%
2,760
-936
1895
$112K ﹤0.01%
2,408
+141
1896
$112K ﹤0.01%
652
-13
1897
$112K ﹤0.01%
610
-134
1898
$112K ﹤0.01%
2,744
-75
1899
$111K ﹤0.01%
1,885
-156
1900
$111K ﹤0.01%
1,317
+162
74 75
76
77 78