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

Top Buys

1
$652M
2
$587M
3
$336M
4
$283M
5
$214M

Top Sells

1
$251M
2
$91.1M
3
$61.6M
4
$26.6M
5
$22.6M

Sector Composition

1Technology6.38%
2Financials3.91%
3Consumer Discretionary1.85%
4Healthcare1.85%
5Industrials1.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$32.7M0.03%225,128
+18,927
+9%
+$2.75M
$32.6M0.03%69,986
+10,287
+17%
+$4.79M
$32.6M0.03%298,041
+11,324
+4%
+$1.24M
$32.1M0.03%86,269
+5,681
+7%
+$2.11M
$32M0.03%335,374
+37,891
+13%
+$3.62M
$32M0.03%407,894
-24,366
-6%
-$1.91M
$31.9M0.03%110,505
+6,063
+6%
+$1.75M
$31.8M0.03%186,328
+12,737
+7%
+$2.17M
$31.6M0.03%270,543
+29,194
+12%
+$3.41M
$30.7M0.03%114,409
+9,424
+9%
+$2.53M
$30.6M0.03%483,182
+33,166
+7%
+$2.1M
$30.5M0.03%430,109
+20,893
+5%
+$1.48M
$30.4M0.03%271,554
+29,027
+12%
+$3.25M
$30.2M0.03%158,698
+22,998
+17%
+$4.38M
$30.1M0.03%1,103,187
+21,613
+2%
+$590K
$29.7M0.03%172,199
+41,578
+32%
+$7.17M
$29.3M0.03%237,681
+14,359
+6%
+$1.77M
$29.1M0.03%115,731
-7,495
-6%
-$1.89M
$29.1M0.03%86,263
+18,580
+27%
+$6.26M
$28.8M0.03%1,267,927
+175,963
+16%
+$4M
$28.7M0.03%42,281
+1,860
+5%
+$1.26M
$28.6M0.03%274,389
-11,080
-4%
-$1.16M
$28.2M0.03%292,785
+51,386
+21%
+$4.95M
$28.1M0.03%295,091
-23,705
-7%
-$2.26M
$28.1M0.03%234,996
-7,624
-3%
-$913K
1 89101112151