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
3801
$6K ﹤0.01%
100
3802
$6K ﹤0.01%
+200
3803
$6K ﹤0.01%
250
-7
3804
$6K ﹤0.01%
250
3805
$6K ﹤0.01%
500
3806
$6K ﹤0.01%
306
3807
$6K ﹤0.01%
140
-54
3808
$6K ﹤0.01%
375
3809
$6K ﹤0.01%
+284
3810
$6K ﹤0.01%
428
3811
$6K ﹤0.01%
+171
3812
$6K ﹤0.01%
222
3813
$6K ﹤0.01%
380
3814
$6K ﹤0.01%
400
3815
$6K ﹤0.01%
204
+84
3816
$6K ﹤0.01%
63
-25
3817
$6K ﹤0.01%
250
3818
$6K ﹤0.01%
175
3819
$6K ﹤0.01%
+200
3820
$6K ﹤0.01%
+171
3821
$6K ﹤0.01%
680
3822
$6K ﹤0.01%
897
-378
3823
$6K ﹤0.01%
200
3824
$6K ﹤0.01%
92
-818
3825
$6K ﹤0.01%
70