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
2276
$67K ﹤0.01%
2,022
+1,338
2277
$66K ﹤0.01%
+2,033
2278
$66K ﹤0.01%
3,476
+3,413
2279
$66K ﹤0.01%
1,174
+448
2280
$66K ﹤0.01%
563
+396
2281
$66K ﹤0.01%
2,827
+13
2282
$66K ﹤0.01%
3,057
2283
$66K ﹤0.01%
3,495
2284
$66K ﹤0.01%
2,610
+291
2285
$66K ﹤0.01%
1,363
+1,109
2286
$65K ﹤0.01%
11,835
-5,400
2287
$65K ﹤0.01%
712
+12
2288
$65K ﹤0.01%
1,327
+62
2289
$65K ﹤0.01%
1,084
+279
2290
$65K ﹤0.01%
2,217
+837
2291
$65K ﹤0.01%
2,281
2292
$65K ﹤0.01%
3,000
-4,000
2293
$65K ﹤0.01%
2,968
2294
$65K ﹤0.01%
1,710
-35
2295
$65K ﹤0.01%
3,486
2296
$65K ﹤0.01%
2,000
2297
$64K ﹤0.01%
4,401
+17
2298
$64K ﹤0.01%
1,877
+1,452
2299
$64K ﹤0.01%
+5,300
2300
$64K ﹤0.01%
1,320
-45
90 91
92
93 94