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 5.14%
2 Energy 4.03%
3 Technology 3.68%
4 Healthcare 2.31%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$7K ﹤0.01%
200
-385
3727
$7K ﹤0.01%
101
3728
$7K ﹤0.01%
571
3729
$7K ﹤0.01%
525
3730
$7K ﹤0.01%
600
3731
$7K ﹤0.01%
281
-670
3732
$7K ﹤0.01%
400
3733
$7K ﹤0.01%
500
-1,000
3734
$7K ﹤0.01%
327
3735
$7K ﹤0.01%
300
-1
3736
$7K ﹤0.01%
247
+18
3737
$7K ﹤0.01%
1,900
3738
$7K ﹤0.01%
+130
3739
$7K ﹤0.01%
1,000
3740
$7K ﹤0.01%
120
+20
3741
$7K ﹤0.01%
1,000
3742
$7K ﹤0.01%
160
3743
$7K ﹤0.01%
40
3744
$7K ﹤0.01%
+83
3745
$7K ﹤0.01%
400
-982
3746
$7K ﹤0.01%
+146
3747
$7K ﹤0.01%
276
+2
3748
$7K ﹤0.01%
734
3749
$7K ﹤0.01%
450
3750
$7K ﹤0.01%
281
-6,288