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
1976
$101K ﹤0.01%
2,511
-9,493
1977
$101K ﹤0.01%
6,348
-157
1978
$101K ﹤0.01%
7,586
+11
1979
$100K ﹤0.01%
1,479
+780
1980
$100K ﹤0.01%
8,975
1981
$100K ﹤0.01%
4,578
+205
1982
$100K ﹤0.01%
20
+8
1983
$100K ﹤0.01%
919
-428
1984
$100K ﹤0.01%
4,600
1985
$100K ﹤0.01%
6,665
+4,465
1986
$99K ﹤0.01%
3,746
-5,799
1987
$99K ﹤0.01%
17,800
+15,615
1988
$99K ﹤0.01%
1,280
+280
1989
$99K ﹤0.01%
4,970
+2,000
1990
$99K ﹤0.01%
5,271
+670
1991
$99K ﹤0.01%
2,855
+348
1992
$99K ﹤0.01%
12,456
+8,709
1993
$99K ﹤0.01%
5,998
1994
$98K ﹤0.01%
2,474
-177
1995
$98K ﹤0.01%
1,617
-43
1996
$98K ﹤0.01%
2,115
+375
1997
$98K ﹤0.01%
957
1998
$98K ﹤0.01%
2,099
+1,324
1999
$98K ﹤0.01%
3,259
-12,151
2000
$98K ﹤0.01%
2,624
+977
78 79
80
81 82