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
2326
$62K ﹤0.01%
3,932
+3,750
2327
$62K ﹤0.01%
3,268
-10,823
2328
$62K ﹤0.01%
1,163
+50
2329
$62K ﹤0.01%
1,403
+403
2330
$61K ﹤0.01%
4,080
+331
2331
$61K ﹤0.01%
1,381
-193
2332
$61K ﹤0.01%
300
2333
$61K ﹤0.01%
2,000
2334
$61K ﹤0.01%
25,206
+25,200
2335
$61K ﹤0.01%
1,149
+6
2336
$61K ﹤0.01%
1,968
-4,490
2337
$61K ﹤0.01%
4,630
2338
$61K ﹤0.01%
+2,380
2339
$61K ﹤0.01%
3,176
+7
2340
$61K ﹤0.01%
4,765
+114
2341
$61K ﹤0.01%
2,231
+735
2342
$61K ﹤0.01%
1,585
-300
2343
$61K ﹤0.01%
8,006
+2,719
2344
$61K ﹤0.01%
1,069
-65
2345
$61K ﹤0.01%
895
2346
$61K ﹤0.01%
1,515
+65
2347
$61K ﹤0.01%
3,509
+232
2348
$60K ﹤0.01%
2,777
+2,342
2349
$60K ﹤0.01%
2,100
-315
2350
$60K ﹤0.01%
3,000
92 93
94
95 96