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
3801
$6K ﹤0.01%
151
3802
$6K ﹤0.01%
250
3803
$6K ﹤0.01%
202
-123
3804
$6K ﹤0.01%
262
3805
$6K ﹤0.01%
+2,000
3806
$6K ﹤0.01%
5,000
3807
$6K ﹤0.01%
800
-200
3808
$6K ﹤0.01%
290
-147
3809
$6K ﹤0.01%
575
3810
$6K ﹤0.01%
68
3811
$6K ﹤0.01%
300
3812
$6K ﹤0.01%
223
3813
$6K ﹤0.01%
200
-100
3814
$6K ﹤0.01%
3,633
-3,800
3815
$6K ﹤0.01%
1,800
3816
$6K ﹤0.01%
2,098
+98
3817
$6K ﹤0.01%
212
-12
3818
$6K ﹤0.01%
+300
3819
$6K ﹤0.01%
735
-2,415
3820
$6K ﹤0.01%
+252
3821
$6K ﹤0.01%
13,030
3822
$6K ﹤0.01%
610
-157
3823
$6K ﹤0.01%
+200
3824
$6K ﹤0.01%
680
3825
$6K ﹤0.01%
897
-378