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 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 5.13%
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
3626
$9K ﹤0.01%
256
3627
$9K ﹤0.01%
+505
3628
$9K ﹤0.01%
311
+300
3629
$9K ﹤0.01%
83
3630
$9K ﹤0.01%
331
-118
3631
$9K ﹤0.01%
1
3632
$9K ﹤0.01%
+1,500
3633
$9K ﹤0.01%
398
+358
3634
$9K ﹤0.01%
1,091
3635
$9K ﹤0.01%
450
3636
$9K ﹤0.01%
1,063
3637
$9K ﹤0.01%
550
-150
3638
$9K ﹤0.01%
+1,000
3639
$9K ﹤0.01%
400
+200
3640
$9K ﹤0.01%
103
+87
3641
$9K ﹤0.01%
+600
3642
$9K ﹤0.01%
300
3643
$9K ﹤0.01%
11,000
3644
$9K ﹤0.01%
207
3645
$9K ﹤0.01%
806
+100
3646
$9K ﹤0.01%
461
3647
$9K ﹤0.01%
102
3648
$8K ﹤0.01%
+400
3649
$8K ﹤0.01%
1,667
3650
$8K ﹤0.01%
278
-280