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
2126
$81K ﹤0.01%
4,103
-6,707
2127
$81K ﹤0.01%
1,389
2128
$81K ﹤0.01%
886
+23
2129
$81K ﹤0.01%
988
-150
2130
$81K ﹤0.01%
3,000
2131
$80K ﹤0.01%
5,225
2132
$80K ﹤0.01%
1,428
+277
2133
$80K ﹤0.01%
1,183
+72
2134
$80K ﹤0.01%
5,958
+5
2135
$80K ﹤0.01%
1,371
2136
$80K ﹤0.01%
4,689
2137
$79K ﹤0.01%
1,228
-33
2138
$79K ﹤0.01%
3,279
2139
$79K ﹤0.01%
6,930
-1,530
2140
$79K ﹤0.01%
1,542
2141
$79K ﹤0.01%
4,951
+53
2142
$79K ﹤0.01%
2,512
-203
2143
$79K ﹤0.01%
2,542
-222
2144
– –
0
2145
$79K ﹤0.01%
4,278
-581
2146
$79K ﹤0.01%
1,120
-216
2147
$79K ﹤0.01%
2,597
2148
$79K ﹤0.01%
1,528
+715
2149
$78K ﹤0.01%
947
2150
$78K ﹤0.01%
2,801
+38
84 85
86
87 88