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
2251
$69K ﹤0.01%
+5,643
2252
$69K ﹤0.01%
3,974
-22
2253
$69K ﹤0.01%
6,586
-7,183
2254
$68K ﹤0.01%
4,398
+510
2255
$68K ﹤0.01%
5,200
+788
2256
$68K ﹤0.01%
3,144
2257
$68K ﹤0.01%
2,868
+682
2258
$68K ﹤0.01%
2,052
-1,272
2259
$68K ﹤0.01%
2,000
2260
$68K ﹤0.01%
2,458
-1,166
2261
$68K ﹤0.01%
+1,500
2262
$68K ﹤0.01%
108
+3
2263
$68K ﹤0.01%
1,104
-301
2264
$68K ﹤0.01%
3,747
2265
$67K ﹤0.01%
1,404
+31
2266
$67K ﹤0.01%
716
-203
2267
$67K ﹤0.01%
538
+76
2268
$67K ﹤0.01%
1,324
-713
2269
$67K ﹤0.01%
11,956
2270
$67K ﹤0.01%
254
+80
2271
$67K ﹤0.01%
2,390
+2,013
2272
$67K ﹤0.01%
2,215
-193
2273
$67K ﹤0.01%
50,000
-36
2274
$67K ﹤0.01%
2,402
+1,495
2275
$67K ﹤0.01%
8,180
+800
89 90
91
92 93