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
1901
$111K ﹤0.01%
7,623
+3,055
1902
$111K ﹤0.01%
45,638
+19,795
1903
$111K ﹤0.01%
3,318
-541
1904
$111K ﹤0.01%
11,364
+9,279
1905
$111K ﹤0.01%
8,640
1906
$110K ﹤0.01%
3,282
+2,323
1907
$110K ﹤0.01%
3,764
-240
1908
$110K ﹤0.01%
5,441
1909
$110K ﹤0.01%
10,786
1910
$110K ﹤0.01%
2,791
+1
1911
$110K ﹤0.01%
3,327
+101
1912
$110K ﹤0.01%
13,104
-7,587
1913
$109K ﹤0.01%
1,850
+450
1914
$108K ﹤0.01%
1,913
+85
1915
$108K ﹤0.01%
7,516
1916
$108K ﹤0.01%
8,687
+3,223
1917
$108K ﹤0.01%
1,216
+1,085
1918
$108K ﹤0.01%
7,548
-2,224
1919
$108K ﹤0.01%
9,241
+450
1920
$108K ﹤0.01%
6,000
1921
$108K ﹤0.01%
2,800
1922
$107K ﹤0.01%
12,500
-6,532
1923
$107K ﹤0.01%
2,048
+1,648
1924
$107K ﹤0.01%
21,781
1925
$107K ﹤0.01%
4,928
+517
75 76
77
78 79