Creative Planning

Creative Planning Portfolio holdings

AUM $106B
AUM
$106B
AUM Growth
+$3.52B
Cap. Flow
+$5.07B
Cap. Flow %
4.77%
Top 10 Hldgs %
45.26%
Holding
3,766
New
210
Increased
2,152
Reduced
965
Closed
340
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$12.3B11.53%21,831,744
+178,284
+0.8%
+$100M
$7.97B7.5%108,563,586
+7,995,758
+8%
+$587M
$7.03B6.61%138,346,303
-4,934,777
-3%
-$251M
$4.1B3.86%80,140,007
+3,145,403
+4%
+$161M
$3.91B3.68%72,470,640
+1,807,000
+3%
+$97.5M
$3.26B3.06%12,677,960
-53,488
-0.4%
-$13.7M
$3.15B2.97%86,619,802
+17,911,754
+26%
+$652M
$2.26B2.13%10,175,738
-119,772
-1%
-$26.6M
$2.12B2%8,212,002
+125,331
+2%
+$32.4M
$2.04B1.92%25,005,319
+392,344
+2%
+$32.1M
$2.03B1.91%30,820,373
+407,352
+1%
+$26.8M
$1.83B1.72%82,661,328
+193,933
+0.2%
+$4.28M
$1.8B1.69%6,539,772
-80,328
-1%
-$22.1M
$1.67B1.57%2,989,193
+47,294
+2%
+$26.5M
$1.47B1.38%2,761,647
+60,458
+2%
+$32.2M
$1.44B1.36%34,507,302
+2,579,644
+8%
+$108M
$1.38B1.3%13,121,147
-103,617
-0.8%
-$10.9M
$1.3B1.22%43,214,109
+2,852,094
+7%
+$85.8M
$1.3B1.22%26,149,018
+1,018,135
+4%
+$50.5M
$1.29B1.21%14,212,091
-679,894
-5%
-$61.6M
$1.26B1.18%12,704,025
-175,395
-1%
-$17.4M
$1.22B1.15%17,699,815
-295,764
-2%
-$20.4M
$1.05B0.98%2,784,681
+128,913
+5%
+$48.4M
$1.01B0.95%9,335,009
+517,087
+6%
+$56.1M
$1.01B0.95%14,443,482
+4,824,503
+50%
+$336M