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 | |
|---|---|---|---|---|---|---|---|
| $332K | 0% | 12,991 +12,936 | +23,520% | +$331K | |||
| $331K | 0% | 13,263 +3,029 | +30% | +$75.6K | |||
| $331K | 0% | 7,946 -913 | -10% | -$38K | |||
| $331K | 0% | 2,069 -126 | -6% | -$20.1K | |||
| $330K | 0% | 13,035 +10,874 | +503% | +$276K | |||
| $330K | 0% | 14,608 +2,976 | +26% | +$67.3K | |||
| $329K | 0% | 19,817 | New | +$329K | |||
| $329K | 0% | 7,770 +580 | +8% | +$24.5K | |||
| $329K | 0% | 13,656 +1,852 | +16% | +$44.6K | |||
| $329K | 0% | 9,920 -8,160 | -45% | -$270K | |||
| $328K | 0% | 12,086 +2,377 | +24% | +$64.5K | |||
| $328K | 0% | 1,625 +1,611 | +11,507% | +$325K | |||
| $327K | 0% | 5,298 -170 | -3% | -$10.5K | |||
| $327K | 0% | 38,941 +7,003 | +22% | +$58.8K | |||
| $326K | 0% | 32,638 +12,847 | +65% | +$128K | |||
| $326K | 0% | 25,009 -3,650 | -13% | -$47.6K | |||
| $326K | 0% | 4,044 | New | +$326K | |||
| $326K | 0% | 25,562 -4,806 | -16% | -$61.3K | |||
| $326K | 0% | 13,033 +168 | +1% | +$4.2K | |||
| $326K | 0% | 2,799 +121 | +5% | +$14.1K | |||
| $326K | 0% | 9,370 +9,359 | +85,082% | +$325K | |||
| $325K | 0% | 17,109 +229 | +1% | +$4.35K | |||
| $325K | 0% | 10,477 | New | +$325K | |||
| $325K | 0% | 120,271 +39,185 | +48% | +$106K | |||
| $325K | 0% | 45,091 +11,407 | +34% | +$82.1K |
