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
2026
$93K ﹤0.01%
1,718
+417
2027
$93K ﹤0.01%
1,138
-336
2028
$93K ﹤0.01%
+3,903
2029
$93K ﹤0.01%
199
-59
2030
$92K ﹤0.01%
8,507
-1,862
2031
$92K ﹤0.01%
1,200
2032
$92K ﹤0.01%
1,004
-328
2033
$92K ﹤0.01%
3,236
-4
2034
$92K ﹤0.01%
2,280
+1,784
2035
$91K ﹤0.01%
28,000
+5,000
2036
$91K ﹤0.01%
1,156
+1,056
2037
$91K ﹤0.01%
1,585
-83
2038
$91K ﹤0.01%
+610
2039
$91K ﹤0.01%
1,174
-326
2040
$91K ﹤0.01%
5,860
2041
$90K ﹤0.01%
1,606
+1
2042
$90K ﹤0.01%
9,051
+7,400
2043
$90K ﹤0.01%
1,089
-56
2044
$90K ﹤0.01%
10,100
2045
$90K ﹤0.01%
4,065
+4,000
2046
$90K ﹤0.01%
1,208
+22
2047
$90K ﹤0.01%
2,118
+118
2048
$90K ﹤0.01%
766
+727
2049
$89K ﹤0.01%
1,295
+435
2050
$89K ﹤0.01%
1,500
80 81
82
83 84