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
2101
$84K ﹤0.01%
20,025
2102
$84K ﹤0.01%
4,700
+1,100
2103
$84K ﹤0.01%
1,714
+1,364
2104
$84K ﹤0.01%
4,476
-109
2105
$84K ﹤0.01%
5,297
2106
$84K ﹤0.01%
1,581
2107
$83K ﹤0.01%
1,045
+38
2108
$83K ﹤0.01%
1,760
2109
$83K ﹤0.01%
3,802
2110
$83K ﹤0.01%
4,782
+1,362
2111
$83K ﹤0.01%
2,901
+1,921
2112
$83K ﹤0.01%
651
+101
2113
$83K ﹤0.01%
1,220
-55
2114
$83K ﹤0.01%
607
+10
2115
$83K ﹤0.01%
9,993
+700
2116
$82K ﹤0.01%
1,652
+75
2117
$82K ﹤0.01%
65
+30
2118
$82K ﹤0.01%
4,485
2119
$82K ﹤0.01%
2,806
2120
$82K ﹤0.01%
650
-35
2121
$82K ﹤0.01%
1,880
-12,120
2122
$82K ﹤0.01%
1,971
-177
2123
$82K ﹤0.01%
2,030
-10
2124
$82K ﹤0.01%
8,424
-372
2125
$82K ﹤0.01%
1,895
83 84
85
86 87