Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
4,949
New
Increased
Reduced
Closed

Top Sells

1 +$99.7M
2 +$15.2M
3 +$9.77M
4
YHOO
Yahoo Inc
YHOO
+$4.72M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.5M

Sector Composition

1 Financials 5.14%
2 Energy 4.03%
3 Technology 3.68%
4 Healthcare 2.31%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$9K ﹤0.01%
207
3627
$9K ﹤0.01%
2,045
+400
3628
$9K ﹤0.01%
2,573
-9,100
3629
$9K ﹤0.01%
806
+100
3630
$9K ﹤0.01%
461
3631
$9K ﹤0.01%
102
3632
$9K ﹤0.01%
+353
3633
$9K ﹤0.01%
600
+320
3634
$9K ﹤0.01%
622
+269
3635
$9K ﹤0.01%
661
3636
$9K ﹤0.01%
+1,189
3637
$9K ﹤0.01%
1,521
+171
3638
$9K ﹤0.01%
+1,121
3639
$9K ﹤0.01%
311
+300
3640
$9K ﹤0.01%
331
-118
3641
$9K ﹤0.01%
1
3642
$9K ﹤0.01%
+1,500
3643
$9K ﹤0.01%
398
+358
3644
$9K ﹤0.01%
1,091
3645
$9K ﹤0.01%
+1,000
3646
$9K ﹤0.01%
83
3647
$8K ﹤0.01%
+299
3648
$8K ﹤0.01%
265
3649
$8K ﹤0.01%
200
+28
3650
$8K ﹤0.01%
200