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
3826
$6K ﹤0.01%
209
3827
$6K ﹤0.01%
200
3828
$6K ﹤0.01%
600
3829
$6K ﹤0.01%
1,000
3830
$6K ﹤0.01%
+151
3831
$6K ﹤0.01%
100
3832
$6K ﹤0.01%
500
3833
$6K ﹤0.01%
100
3834
$6K ﹤0.01%
501
3835
$6K ﹤0.01%
68
-112
3836
$6K ﹤0.01%
200
-200
3837
$6K ﹤0.01%
496
3838
$6K ﹤0.01%
+757
3839
$6K ﹤0.01%
700
3840
$6K ﹤0.01%
+107
3841
$6K ﹤0.01%
2,250
3842
$6K ﹤0.01%
322
3843
$6K ﹤0.01%
620
3844
$6K ﹤0.01%
3,133
-667
3845
$6K ﹤0.01%
302
3846
$6K ﹤0.01%
533
-50
3847
$6K ﹤0.01%
100
3848
$6K ﹤0.01%
365
-17
3849
$6K ﹤0.01%
160
-208
3850
$6K ﹤0.01%
1,500
+500