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
2201
$72K ﹤0.01%
1,544
+108
2202
$72K ﹤0.01%
1,414
2203
$72K ﹤0.01%
1,442
2204
$72K ﹤0.01%
1,492
+557
2205
$72K ﹤0.01%
1,173
-12
2206
$72K ﹤0.01%
7,800
2207
$72K ﹤0.01%
5,133
+3,987
2208
$72K ﹤0.01%
2,158
+1
2209
$72K ﹤0.01%
4,316
+619
2210
$72K ﹤0.01%
990
+163
2211
$72K ﹤0.01%
45,464
+5,900
2212
$72K ﹤0.01%
+1,428
2213
$71K ﹤0.01%
5,000
2214
$71K ﹤0.01%
1,904
-105
2215
$71K ﹤0.01%
902
-100
2216
$71K ﹤0.01%
6,200
-321
2217
$71K ﹤0.01%
9,390
-5,335
2218
$71K ﹤0.01%
4,000
+1,000
2219
$71K ﹤0.01%
1,400
2220
$71K ﹤0.01%
1,330
2221
$71K ﹤0.01%
1,602
+143
2222
$71K ﹤0.01%
7,407
+2,268
2223
$71K ﹤0.01%
2,675
2224
$71K ﹤0.01%
2,331
-1,000
2225
$71K ﹤0.01%
1,470
-39
87 88
89
90 91