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
1951
$104K ﹤0.01%
2,218
-296
1952
$104K ﹤0.01%
542
+2
1953
$104K ﹤0.01%
9,233
+1,200
1954
$104K ﹤0.01%
5,893
+1,490
1955
$104K ﹤0.01%
4,933
-1,281
1956
$104K ﹤0.01%
36,188
+6,215
1957
$104K ﹤0.01%
+8,700
1958
$103K ﹤0.01%
1,793
+1,100
1959
$103K ﹤0.01%
10,273
-6,127
1960
$103K ﹤0.01%
4,289
+1,110
1961
$103K ﹤0.01%
6,738
+2,652
1962
$103K ﹤0.01%
872
+406
1963
$103K ﹤0.01%
6,049
+4,200
1964
$103K ﹤0.01%
7,644
1965
$103K ﹤0.01%
7,956
-274
1966
$102K ﹤0.01%
26,250
+19,630
1967
$102K ﹤0.01%
2,288
+723
1968
$102K ﹤0.01%
2,284
+114
1969
$102K ﹤0.01%
2,066
-20
1970
$102K ﹤0.01%
+5,360
1971
$102K ﹤0.01%
6,022
-1,420
1972
$101K ﹤0.01%
1,527
-1,388
1973
$101K ﹤0.01%
3,197
1974
$101K ﹤0.01%
1,572
-3,856
1975
$101K ﹤0.01%
+4,150
77 78
79
80 81