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
2451
$53K ﹤0.01%
1,270
+1,100
2452
– –
0
2453
$53K ﹤0.01%
2,022
-17
2454
$53K ﹤0.01%
4,849
-665
2455
$52K ﹤0.01%
2,115
+53
2456
$52K ﹤0.01%
1,379
+769
2457
$52K ﹤0.01%
+7,150
2458
$52K ﹤0.01%
+6,500
2459
$52K ﹤0.01%
+1,700
2460
$52K ﹤0.01%
2,753
+2,588
2461
$52K ﹤0.01%
+2,760
2462
$52K ﹤0.01%
1,103
-9,966
2463
$52K ﹤0.01%
2,167
-100
2464
$52K ﹤0.01%
1,200
+1,165
2465
$52K ﹤0.01%
1,941
-295
2466
$52K ﹤0.01%
1,950
+150
2467
$52K ﹤0.01%
333
-1,200
2468
$51K ﹤0.01%
2,736
2469
$51K ﹤0.01%
1,000
2470
$51K ﹤0.01%
1,500
-5,000
2471
$51K ﹤0.01%
5,207
+1,909
2472
$51K ﹤0.01%
200
2473
$51K ﹤0.01%
+860
2474
$51K ﹤0.01%
942
+425
2475
$51K ﹤0.01%
2,441
-200
97 98
99
100 101