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
3776
$7K ﹤0.01%
3,688
3777
$7K ﹤0.01%
400
3778
$7K ﹤0.01%
350
3779
$7K ﹤0.01%
300
3780
$7K ﹤0.01%
3,021
-28
3781
$7K ﹤0.01%
2,250
3782
$7K ﹤0.01%
20,652
3783
$7K ﹤0.01%
272
+112
3784
$7K ﹤0.01%
3
3785
$7K ﹤0.01%
800
-13,377
3786
$7K ﹤0.01%
204
3787
$7K ﹤0.01%
157
3788
$7K ﹤0.01%
270
3789
$7K ﹤0.01%
+260
3790
$7K ﹤0.01%
+500
3791
$7K ﹤0.01%
200
3792
$7K ﹤0.01%
500
3793
$7K ﹤0.01%
200
3794
$7K ﹤0.01%
1,000
3795
$7K ﹤0.01%
400
-13,495
3796
$6K ﹤0.01%
322
3797
$6K ﹤0.01%
620
3798
$6K ﹤0.01%
3,133
-667
3799
$6K ﹤0.01%
302
3800
$6K ﹤0.01%
1,500
+500