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
2301
$64K ﹤0.01%
1,170
2302
$64K ﹤0.01%
9
-21
2303
$64K ﹤0.01%
1,390
2304
$64K ﹤0.01%
2,043
-29,203
2305
$64K ﹤0.01%
3,850
+2,000
2306
$63K ﹤0.01%
1,000
2307
$63K ﹤0.01%
5,589
-3,399
2308
$63K ﹤0.01%
11,348
+1,281
2309
$63K ﹤0.01%
2,587
+203
2310
$63K ﹤0.01%
10,135
+3,295
2311
$63K ﹤0.01%
745
2312
$63K ﹤0.01%
4,400
+2,100
2313
$63K ﹤0.01%
1,470
-50
2314
$63K ﹤0.01%
1,200
2315
$63K ﹤0.01%
+5,868
2316
$63K ﹤0.01%
454
-11
2317
$63K ﹤0.01%
4,995
+576
2318
$63K ﹤0.01%
3,225
2319
$63K ﹤0.01%
23,844
+271
2320
$63K ﹤0.01%
7,900
2321
$63K ﹤0.01%
2,696
+907
2322
$62K ﹤0.01%
1,411
+1,125
2323
$62K ﹤0.01%
977
+184
2324
$62K ﹤0.01%
141
+115
2325
$62K ﹤0.01%
931
+444
91 92
93
94 95