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
3726
$7K ﹤0.01%
200
3727
$7K ﹤0.01%
1,000
3728
$7K ﹤0.01%
400
-13,495
3729
$7K ﹤0.01%
280
-300
3730
$7K ﹤0.01%
163
-5,024
3731
$7K ﹤0.01%
+500
3732
$7K ﹤0.01%
800
-13,377
3733
$7K ﹤0.01%
204
3734
$7K ﹤0.01%
157
3735
$7K ﹤0.01%
610
3736
$7K ﹤0.01%
9
3737
$7K ﹤0.01%
4,402
+2,000
3738
$7K ﹤0.01%
320
+200
3739
$7K ﹤0.01%
288
+36
3740
$7K ﹤0.01%
307
-265
3741
$7K ﹤0.01%
200
-385
3742
$7K ﹤0.01%
101
3743
$7K ﹤0.01%
571
3744
$7K ﹤0.01%
525
3745
$7K ﹤0.01%
600
3746
$7K ﹤0.01%
281
-670
3747
$7K ﹤0.01%
400
3748
$7K ﹤0.01%
500
-1,000
3749
$7K ﹤0.01%
327
3750
$7K ﹤0.01%
300
-1