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 | |
|---|---|---|---|---|---|---|---|
| $265K | 0% | 43,050 +15,562 | +57% | +$95.9K | |||
| $265K | 0% | 19,820 +8,840 | +81% | +$118K | |||
| $264K | 0% | 27,683 -9,072 | -25% | -$86.5K | |||
| $264K | 0% | 90,418 -15,030 | -14% | -$43.9K | |||
| $263K | 0% | 17,579 -5,903 | -25% | -$88.4K | |||
| $263K | 0% | 54,443 +31,635 | +139% | +$153K | |||
| $263K | 0% | 11,395 | New | +$263K | |||
| $263K | 0% | 20,012 -10,306 | -34% | -$135K | |||
| $262K | 0% | 3,477 | New | +$262K | |||
| $262K | 0% | 4,845 +872 | +22% | +$47.1K | |||
| $262K | 0% | 29,985 +17,075 | +132% | +$149K | |||
| $261K | 0% | 2,158 +2 | +0.1% | +$242 | |||
| $261K | 0% | 13,510 -3,084 | -19% | -$59.6K | |||
| $261K | 0% | 12,338 -54 | -0.4% | -$1.14K | |||
| $260K | 0% | 11,274 -1,633 | -13% | -$37.7K | |||
| $260K | 0% | 93,889 +78,025 | +492% | +$216K | |||
| $259K | 0% | 38,232 | New | +$259K | |||
| $259K | 0% | 10,205 +774 | +8% | +$19.6K | |||
| $259K | 0% | 9,729 +3,776 | +63% | +$100K | |||
| $259K | 0% | 15,185 | New | +$259K | |||
| $259K | 0% | 6,535 +1,199 | +22% | +$47.5K | |||
| $259K | 0% | 15,822 +3,961 | +33% | +$64.7K | |||
| $258K | 0% | 35,963 +13,508 | +60% | +$96.9K | |||
| $257K | 0% | 50,944 -1,888 | -4% | -$9.52K | |||
| $256K | 0% | 3,120 | New | +$256K |
