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
2076
$86K ﹤0.01%
8,580
+7,457
2077
$86K ﹤0.01%
10,000
+8,500
2078
$86K ﹤0.01%
+1,540
2079
$86K ﹤0.01%
5,507
2080
$86K ﹤0.01%
13,596
+1,521
2081
$86K ﹤0.01%
10
2082
$86K ﹤0.01%
10,894
+2,249
2083
$86K ﹤0.01%
4,548
-1,100
2084
$86K ﹤0.01%
3,737
+1,629
2085
$86K ﹤0.01%
4,519
2086
$85K ﹤0.01%
5,726
2087
$85K ﹤0.01%
5,400
2088
$85K ﹤0.01%
5,315
+615
2089
$85K ﹤0.01%
9,360
+9,354
2090
$85K ﹤0.01%
6,200
2091
$85K ﹤0.01%
12,636
-853
2092
$85K ﹤0.01%
4,936
2093
$85K ﹤0.01%
26,500
2094
$85K ﹤0.01%
7,050
+420
2095
$84K ﹤0.01%
13,977
-874
2096
$84K ﹤0.01%
4,000
+2,000
2097
$84K ﹤0.01%
1,160
+1,000
2098
$84K ﹤0.01%
4,452
+545
2099
$84K ﹤0.01%
1,385
+745
2100
$84K ﹤0.01%
762
-1,000
82 83
84
85 86