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
2401
$57K ﹤0.01%
3,123
-198
2402
$57K ﹤0.01%
1,056
2403
$57K ﹤0.01%
913
+600
2404
$57K ﹤0.01%
1,375
2405
$57K ﹤0.01%
2,850
2406
$57K ﹤0.01%
2,150
+1,726
2407
$57K ﹤0.01%
565
2408
$57K ﹤0.01%
+1,961
2409
$57K ﹤0.01%
7,506
2410
$56K ﹤0.01%
2,599
-2,924
2411
$56K ﹤0.01%
2,522
+157
2412
$56K ﹤0.01%
1,578
+102
2413
$56K ﹤0.01%
1,306
+1,103
2414
$56K ﹤0.01%
2,244
-103
2415
$56K ﹤0.01%
6,475
2416
$56K ﹤0.01%
858
+22
2417
$56K ﹤0.01%
3,211
-1,559
2418
$56K ﹤0.01%
6,864
+48
2419
$56K ﹤0.01%
1,003
2420
$56K ﹤0.01%
+33
2421
$56K ﹤0.01%
4,884
-190
2422
$56K ﹤0.01%
+2,720
2423
$55K ﹤0.01%
1,562
2424
$55K ﹤0.01%
1,471
+771
2425
$55K ﹤0.01%
1,205
-35
95 96
97
98 99