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
3851
$6K ﹤0.01%
500
3852
$6K ﹤0.01%
830
3853
$6K ﹤0.01%
+4,000
3854
0
3855
$6K ﹤0.01%
100
3856
$6K ﹤0.01%
+200
3857
$6K ﹤0.01%
500
3858
$6K ﹤0.01%
306
3859
$6K ﹤0.01%
140
-54
3860
$6K ﹤0.01%
375
3861
$6K ﹤0.01%
+284
3862
$6K ﹤0.01%
428
3863
$6K ﹤0.01%
+171
3864
$6K ﹤0.01%
222
3865
$6K ﹤0.01%
63
-25
3866
$6K ﹤0.01%
250
3867
$6K ﹤0.01%
175
3868
$6K ﹤0.01%
+171
3869
$6K ﹤0.01%
533
-50
3870
$6K ﹤0.01%
100
3871
$6K ﹤0.01%
365
-17
3872
$6K ﹤0.01%
160
-208
3873
$5K ﹤0.01%
131
+50
3874
$5K ﹤0.01%
276
-200
3875
$5K ﹤0.01%
296
+63