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
2226
$71K ﹤0.01%
1,186
-1,032
2227
$71K ﹤0.01%
3,441
+157
2228
$70K ﹤0.01%
2,817
2229
$70K ﹤0.01%
1,640
2230
$70K ﹤0.01%
4,750
+1,750
2231
$70K ﹤0.01%
2,214
+138
2232
$70K ﹤0.01%
1,650
-1,610
2233
$70K ﹤0.01%
6,000
2234
$70K ﹤0.01%
8,328
-5,000
2235
$70K ﹤0.01%
1,893
-10,048
2236
$70K ﹤0.01%
4,641
-174
2237
$70K ﹤0.01%
7,500
2238
$70K ﹤0.01%
6,144
+3,096
2239
$70K ﹤0.01%
3,472
+1,000
2240
$69K ﹤0.01%
1,378
+1
2241
$69K ﹤0.01%
4,284
-413
2242
$69K ﹤0.01%
5,122
+2,089
2243
$69K ﹤0.01%
1,148
-60
2244
$69K ﹤0.01%
16,938
+16,837
2245
$69K ﹤0.01%
6,066
+126
2246
$69K ﹤0.01%
12,260
2247
$69K ﹤0.01%
1,611
+30
2248
$69K ﹤0.01%
1,419
+118
2249
$69K ﹤0.01%
10,701
-2,000
2250
$69K ﹤0.01%
750
-300
88 89
90
91 92