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
2051
$89K ﹤0.01%
1,682
+60
2052
$89K ﹤0.01%
9,905
+1,384
2053
$89K ﹤0.01%
5,780
2054
$89K ﹤0.01%
4,790
-624
2055
$89K ﹤0.01%
36,000
-13,350
2056
$88K ﹤0.01%
2,200
-2,634
2057
$88K ﹤0.01%
2,315
2058
$88K ﹤0.01%
6,967
2059
$88K ﹤0.01%
3,444
+225
2060
$87K ﹤0.01%
915
+81
2061
$87K ﹤0.01%
5,039
-2,370
2062
$87K ﹤0.01%
8,770
2063
$87K ﹤0.01%
7,566
+2,134
2064
$87K ﹤0.01%
2,600
+1,002
2065
$87K ﹤0.01%
5,170
+19
2066
$87K ﹤0.01%
7,156
2067
$87K ﹤0.01%
2,405
-180
2068
$87K ﹤0.01%
2,259
+151
2069
$87K ﹤0.01%
2,227
+915
2070
$86K ﹤0.01%
2,404
2071
$86K ﹤0.01%
4,080
+480
2072
$86K ﹤0.01%
3,456
+2,400
2073
$86K ﹤0.01%
17,475
-35,327
2074
$86K ﹤0.01%
316
+23
2075
$86K ﹤0.01%
5,374
-507
81 82
83
84 85