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
3926
$5K ﹤0.01%
133
+55
3927
$5K ﹤0.01%
800
-1,240
3928
$5K ﹤0.01%
259
+78
3929
$5K ﹤0.01%
2,000
3930
$5K ﹤0.01%
248
-292
3931
$5K ﹤0.01%
496
3932
$5K ﹤0.01%
135
3933
$5K ﹤0.01%
5,305
3934
$5K ﹤0.01%
313
3935
$5K ﹤0.01%
+188
3936
$5K ﹤0.01%
200
3937
$5K ﹤0.01%
212
3938
$5K ﹤0.01%
3,400
3939
$5K ﹤0.01%
537
3940
$5K ﹤0.01%
+1,000
3941
$5K ﹤0.01%
300
3942
$5K ﹤0.01%
1,010
3943
$5K ﹤0.01%
610
-443
3944
$5K ﹤0.01%
280
3945
$5K ﹤0.01%
+113
3946
$5K ﹤0.01%
+150
3947
$5K ﹤0.01%
300
3948
$5K ﹤0.01%
69
+20
3949
$5K ﹤0.01%
195
3950
$5K ﹤0.01%
358