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 5.13%
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
176
$7.11M 0.04%
7,154
+2,901
177
$7.11M 0.04%
85,948
+73
178
$7.04M 0.04%
91,332
-44,378
179
$6.96M 0.04%
86,252
+6,958
180
$6.86M 0.03%
89,199
+2,413
181
$6.86M 0.03%
80,094
+1,485
182
$6.74M 0.03%
55,499
+3,613
183
$6.73M 0.03%
13,705
-4,910
184
$6.67M 0.03%
39,519
-1,849
185
$6.58M 0.03%
343,351
-16,161
186
$6.56M 0.03%
199,393
+133,136
187
$6.55M 0.03%
30,713
+1,401
188
$6.55M 0.03%
80,992
+4,678
189
$6.54M 0.03%
229,456
+2,096
190
$6.5M 0.03%
375,666
-3,656
191
$6.48M 0.03%
164,269
+2,535
192
$6.47M 0.03%
420,960
-19,661
193
$6.41M 0.03%
120,340
-11,443
194
$6.36M 0.03%
186,303
+1,194
195
$6.04M 0.03%
141,461
+62,084
196
$5.95M 0.03%
154,676
+230
197
$5.91M 0.03%
26,633
-4,109
198
$5.87M 0.03%
236,262
+73,660
199
$5.82M 0.03%
65,809
+3,467
200
$5.78M 0.03%
254,377
+52,131
6 7
8
9 10