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
2001
$97K ﹤0.01%
1,154
+100
2002
$97K ﹤0.01%
2,645
+6
2003
$97K ﹤0.01%
1,671
+125
2004
$97K ﹤0.01%
1,546
-254
2005
$97K ﹤0.01%
2,229
+1,829
2006
$97K ﹤0.01%
5,071
+19
2007
$97K ﹤0.01%
5,271
-3,773
2008
$96K ﹤0.01%
7,728
+3,936
2009
$96K ﹤0.01%
1,416
-225
2010
$96K ﹤0.01%
1,406
+545
2011
$96K ﹤0.01%
17,610
+2,610
2012
$96K ﹤0.01%
3,511
-224
2013
$96K ﹤0.01%
+8,871
2014
$95K ﹤0.01%
5,500
+1,300
2015
$95K ﹤0.01%
2,152
2016
$95K ﹤0.01%
7,430
2017
$95K ﹤0.01%
2,194
+94
2018
$95K ﹤0.01%
4,780
-54
2019
$94K ﹤0.01%
5,400
+1,460
2020
$94K ﹤0.01%
3,704
2021
$94K ﹤0.01%
1,012
-644
2022
$94K ﹤0.01%
14,440
2023
$94K ﹤0.01%
4,523
+5
2024
$94K ﹤0.01%
10,000
+388
2025
$94K ﹤0.01%
6,721
+2,388
79 80
81
82 83