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
3901
$5K ﹤0.01%
200
-520
3902
$5K ﹤0.01%
550
3903
$5K ﹤0.01%
300
3904
$5K ﹤0.01%
69
+20
3905
$5K ﹤0.01%
195
3906
$5K ﹤0.01%
358
3907
$5K ﹤0.01%
216
3908
$5K ﹤0.01%
57
+38
3909
$5K ﹤0.01%
120
3910
$5K ﹤0.01%
93
3911
$5K ﹤0.01%
135
3912
$5K ﹤0.01%
91
3913
$5K ﹤0.01%
128
3914
$5K ﹤0.01%
165
+60
3915
$5K ﹤0.01%
500
3916
$5K ﹤0.01%
80
3917
$5K ﹤0.01%
+76
3918
$5K ﹤0.01%
300
3919
$5K ﹤0.01%
800
-275
3920
$5K ﹤0.01%
+365
3921
$5K ﹤0.01%
+2
3922
$5K ﹤0.01%
90
3923
$5K ﹤0.01%
262
3924
$5K ﹤0.01%
838
-92
3925
$5K ﹤0.01%
420
+7