Creative Planning

Latest statistics and disclosures from Creative Planning's latest quarterly 13F-HR filing:

• Top 5 stock holdings are VEA, VCIT, IVV, VO, AGG. These five stock positions account for 32.12% of Creative Planning's total stock portfolio.
• Added to shares of these 10 stocks: AGG (+$75.67M), IVV (+$74.90M), VCIT (+$67.89M), Ishares Inc core msci emkt (+$57.69M), VEA (+$55.43M), VO (+$53.61M), Schwab Strategic Tr us reit etf (+$33.93M), SCHF (+$33.34M), Spdr Short-term High Yield mf (+$30.09M), XLE (+$22.51M).
• Started 364 new stock positions in Cyclacel Pharmaceuticals, WSR, Allianzgi Equity & Conv In, EWQ, Atlas Financial Holdings Inc shs, Dlh Hldgs, Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf, Market Vectors Etf Tr Pfd Sec, Independence Realty Trust In, * Chromadex Corp Com New stock.
• Reduced shares in these 10 stocks: GNTX (-$35.51M), VV (-$13.08M), EFA (-$10.09M), (-$9.43M), VB (-$7.78M), Ngl Energy Partners Lp Com Uni (-$6.90M), VDE, IWB, EEM, CAG.
• Sold out of its positions in Adt, Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog, A Mark Precious Metals, A10 Networks, ABAX, Acre Rlty Invs Inc Com stock, ARO, AFFX, ARG, AMCN.
• As of June 30, 2016, Creative Planning has $13.89B in assets under management (AUM). Assets under management grew from a total value of $12.87B to $13.89B.
• Independent of market fluctuations, Creative Planning was a net buyer by $692.76M worth of stocks in the most recent quarter.