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
2351
$60K ﹤0.01%
1,503
-213
2352
$60K ﹤0.01%
700
2353
$60K ﹤0.01%
3,500
+1,850
2354
$60K ﹤0.01%
13,831
+1,033
2355
$60K ﹤0.01%
2,512
+651
2356
$60K ﹤0.01%
1,810
-150
2357
$60K ﹤0.01%
685
-1,138
2358
$60K ﹤0.01%
1,096
-37
2359
$60K ﹤0.01%
1,585
-212
2360
$60K ﹤0.01%
981
2361
$60K ﹤0.01%
+125
2362
$60K ﹤0.01%
1,809
+1,570
2363
$60K ﹤0.01%
740
+13
2364
$60K ﹤0.01%
2,973
2365
$60K ﹤0.01%
1,800
+962
2366
$59K ﹤0.01%
20,499
+11,250
2367
$59K ﹤0.01%
4,512
2368
$59K ﹤0.01%
1,108
+753
2369
$59K ﹤0.01%
2,146
+1,640
2370
$59K ﹤0.01%
5,482
-11,900
2371
$59K ﹤0.01%
2,950
-792
2372
$59K ﹤0.01%
572
-64
2373
$59K ﹤0.01%
800
2374
$59K ﹤0.01%
2,408
+1,996
2375
$59K ﹤0.01%
1,057
+832
93 94
95
96 97