Creative Planning Portfolio holdings
AUM $106B
AUM
$106B
AUM Growth
+$3.52B (+3%)
Cap. Flow
+$5.07B
Cap. Flow % of AUM
4.77%
Top 10 Holdings %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
| 1 | Technology | 6.38% |
| 2 | Financials | 3.91% |
| 3 | Consumer Discretionary | 1.85% |
| 4 | Healthcare | 1.85% |
| 5 | Industrials | 1.48% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $376K | 0% | 236,523 +196,420 | +490% | +$312K | |||
| $376K | 0% | 59,937 +36,694 | +158% | +$230K | |||
| $376K | 0% | 18,082 -11 | -0.1% | -$228 | |||
| $375K | 0% | 35,666 +10,332 | +41% | +$109K | |||
| $374K | 0% | 112,093 +2,401 | +2% | +$8.02K | |||
| $374K | 0% | 111,403 +48,653 | +78% | +$163K | |||
| $374K | 0% | 28,625 +5,001 | +21% | +$65.3K | |||
| $372K | 0% | 5,001 +859 | +21% | +$63.9K | |||
| $371K | 0% | 5,131 +95 | +2% | +$6.88K | |||
| $371K | 0% | 7,467 +6,920 | +1,265% | +$344K | |||
| $371K | 0% | 14,640 +2,898 | +25% | +$73.4K | |||
| $371K | 0% | 6,315 -844 | -12% | -$49.5K | |||
| $370K | 0% | 10,564 -792 | -7% | -$27.8K | |||
| $369K | 0% | 12,351 -509 | -4% | -$15.2K | |||
| $368K | 0% | 8,981 +375 | +4% | +$15.4K | |||
| $368K | 0% | 8,662 +3,751 | +76% | +$159K | |||
| $367K | 0% | 6,261 -5 | -0.1% | -$293 | |||
| $366K | 0% | 20,489 | New | +$366K | |||
| $365K | 0% | 16,807 -1,457 | -8% | -$31.6K | |||
| $364K | 0% | 4,614 -1,756 | -28% | -$139K | |||
| $364K | 0% | 25,642 -914 | -3% | -$13K | |||
| $364K | 0% | 19,526 +5,573 | +40% | +$104K | |||
| $363K | 0% | 12,604 +1,862 | +17% | +$53.6K | |||
| $363K | 0% | 15,816 +1,809 | +13% | +$41.5K | |||
| $362K | 0% | 6,459 +5 | +0.1% | +$280 |
