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
2176
$75K ﹤0.01%
3,225
+355
2177
$75K ﹤0.01%
1,729
+250
2178
$75K ﹤0.01%
2,465
+315
2179
$75K ﹤0.01%
321
-1,182
2180
$75K ﹤0.01%
2,701
-110
2181
$75K ﹤0.01%
20,602
+2,602
2182
$75K ﹤0.01%
1,611
+7
2183
$74K ﹤0.01%
4,652
+349
2184
$74K ﹤0.01%
40,000
2185
$74K ﹤0.01%
824
+48
2186
$74K ﹤0.01%
4,316
+166
2187
$74K ﹤0.01%
11,185
2188
$74K ﹤0.01%
2,946
2189
$74K ﹤0.01%
638
-225
2190
$74K ﹤0.01%
4,800
+1,200
2191
$74K ﹤0.01%
1,368
-910
2192
$73K ﹤0.01%
3,625
+2,750
2193
$73K ﹤0.01%
720
2194
$73K ﹤0.01%
1,863
+1,811
2195
$73K ﹤0.01%
2,467
+1,007
2196
$73K ﹤0.01%
5,744
-8,100
2197
$73K ﹤0.01%
10,335
2198
$73K ﹤0.01%
5,566
2199
$73K ﹤0.01%
19,001
2200
$72K ﹤0.01%
1,540
+900
86 87
88
89 90