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
2151
$78K ﹤0.01%
306
+24
2152
$78K ﹤0.01%
2,835
+685
2153
$78K ﹤0.01%
1,700
+990
2154
$78K ﹤0.01%
2,037
2155
$78K ﹤0.01%
8,237
-2,723
2156
$78K ﹤0.01%
2,361
-1,219
2157
$78K ﹤0.01%
4,300
+3,400
2158
$77K ﹤0.01%
1,500
2159
$77K ﹤0.01%
5,654
+4,954
2160
$77K ﹤0.01%
4,512
+1,982
2161
$77K ﹤0.01%
1,298
-1,418
2162
$77K ﹤0.01%
6,520
+1,920
2163
$77K ﹤0.01%
4,012
-17,407
2164
$77K ﹤0.01%
8,085
+7,885
2165
$76K ﹤0.01%
1,958
-167
2166
$76K ﹤0.01%
9,520
+1,216
2167
$76K ﹤0.01%
5,181
2168
$76K ﹤0.01%
2,357
2169
$76K ﹤0.01%
1,600
2170
$76K ﹤0.01%
+3,554
2171
$76K ﹤0.01%
8,773
+73
2172
$76K ﹤0.01%
+3,000
2173
$76K ﹤0.01%
1,596
2174
$75K ﹤0.01%
55
-3,646
2175
$75K ﹤0.01%
2,800
+800
85 86
87
88 89