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
2376
$59K ﹤0.01%
11,034
-881
2377
$59K ﹤0.01%
1,544
+1,435
2378
$59K ﹤0.01%
2,085
2379
$59K ﹤0.01%
5,805
2380
$59K ﹤0.01%
2,861
+416
2381
$58K ﹤0.01%
2,440
-271
2382
$58K ﹤0.01%
4,072
-890
2383
$58K ﹤0.01%
20,500
+2,500
2384
$58K ﹤0.01%
632
-34
2385
$58K ﹤0.01%
3,361
+85
2386
$58K ﹤0.01%
5,951
2387
$58K ﹤0.01%
3,415
2388
$58K ﹤0.01%
2,500
-347
2389
$58K ﹤0.01%
1,214
-86
2390
$58K ﹤0.01%
2,676
+351
2391
$58K ﹤0.01%
2,209
2392
$58K ﹤0.01%
2,549
2393
$58K ﹤0.01%
4,441
+4,225
2394
$57K ﹤0.01%
1,984
2395
$57K ﹤0.01%
1,737
-849
2396
$57K ﹤0.01%
46,363
-124,945
2397
$57K ﹤0.01%
2,096
+2,041
2398
$57K ﹤0.01%
+2,800
2399
$57K ﹤0.01%
2,980
2400
$57K ﹤0.01%
7,343
-1,085
94 95
96
97 98