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 | |
|---|---|---|---|---|---|---|---|
| $308K | 0% | 19,697 +4,160 | +27% | +$65.1K | |||
| $308K | 0% | 6,767 | New | +$308K | |||
| $307K | 0% | 7,263 +148 | +2% | +$6.26K | |||
| $307K | 0% | 10,607 +77 | +0.7% | +$2.23K | |||
| $307K | 0% | 40,762 +6,201 | +18% | +$46.6K | |||
| $306K | 0% | 24,867 | New | +$306K | |||
| $305K | 0% | 12,422 -1,824 | -13% | -$44.9K | |||
| $305K | 0% | 23,626 -488 | -2% | -$6.3K | |||
| $305K | 0% | 3,959 -3,913 | -50% | -$301K | |||
| $304K | 0% | 10,909 | New | +$304K | |||
| $304K | 0% | 8,509 +1,144 | +16% | +$40.8K | |||
| $303K | 0% | 16,669 | New | +$303K | |||
| $301K | 0% | 11,404 | New | +$301K | |||
| $300K | 0% | 8,059 +7,917 | +5,575% | +$295K | |||
| $300K | 0% | 16,834 | New | +$300K | |||
| $300K | 0% | 27,109 | New | +$300K | |||
| $300K | 0% | 11,426 | New | +$300K | |||
| $300K | 0% | 12,904 -5,392 | -29% | -$125K | |||
| $299K | 0% | 17,587 +17,476 | +15,744% | +$297K | |||
| $299K | 0% | 4,030 +557 | +16% | +$41.3K | |||
| $298K | 0% | 8,249 +531 | +7% | +$19.2K | |||
| $298K | 0% | 21,057 +10,756 | +104% | +$152K | |||
| $298K | 0% | 13,555 +13,511 | +30,707% | +$297K | |||
| $298K | 0% | 16,714 -460 | -3% | -$8.2K | |||
| $298K | 0% | 6,601 | New | +$298K |
