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
$409K0%31,212
+13,662
+78%
+$179K
$409K0%40,572
+1,929
+5%
+$19.4K
$408K0%14,901
+23
+0.2%
+$630
$407K0%24,766
+5,530
+29%
+$91K
$407K0%4,924
+265
+6%
+$21.9K
$406K0%78,946
+14,582
+23%
+$75K
$405K0%95,833
-104,665
-52%
-$443K
$405K0%9,890
+1,615
+20%
+$66.1K
$404K0%4,063 New
+$404K
$404K0%2,524
-225
-8%
-$36K
$404K0%22,091
+21,809
+7,734%
+$398K
$403K0%12,409
+2,264
+22%
+$73.6K
$403K0%18,247
+7,463
+69%
+$165K
$402K0%15,849
+15,822
+58,600%
+$401K
$402K0%30,663
+19,588
+177%
+$257K
$401K0%165,892
+44,008
+36%
+$106K
$400K0%16,364
+3,900
+31%
+$95.4K
$399K0%66,022
+31,272
+90%
+$189K
$398K0%12,117 New
+$398K
$398K0%14,063
+4,252
+43%
+$120K
$398K0%38,521
+4,134
+12%
+$42.7K
$397K0%5,291
+608
+13%
+$45.6K
$396K0%7,420
-223
-3%
-$11.9K
$396K0%33,093
+901
+3%
+$10.8K
$396K0%3,297
+3,280
+19,294%
+$394K
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