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
$25M0.02%608,476
+24,299
+4%
+$999K
$25M0.02%75,942
+17,296
+29%
+$5.69M
$24.9M0.02%88,115
+11,915
+16%
+$3.37M
$24.8M0.02%84,105
+10,297
+14%
+$3.04M
$24.7M0.02%245,934
-8,712
-3%
-$877K
$24.6M0.02%412,930
+100,237
+32%
+$5.97M
$24.5M0.02%202,010
+4,805
+2%
+$582K
$24.3M0.02%25,679
+2,331
+10%
+$2.21M
$24.3M0.02%70,248
+5,831
+9%
+$2.01M
$24.2M0.02%36,515
-8,784
-19%
-$5.82M
$24M0.02%255,713
+47,350
+23%
+$4.43M
$23.7M0.02%169,052
+45,242
+37%
+$6.35M
$23.7M0.02%253,181
+31,176
+14%
+$2.92M
$23.7M0.02%557,443
+22,119
+4%
+$940K
$23.5M0.02%261,476
+45,858
+21%
+$4.12M
$23.2M0.02%442,255
+60,635
+16%
+$3.18M
$23.1M0.02%373,474
+146,244
+64%
+$9.03M
$23M0.02%854,195
+741,459
+658%
+$20M
$22.8M0.02%208,392
+10,293
+5%
+$1.13M
$22.6M0.02%454,686
+45,939
+11%
+$2.29M
$22.6M0.02%157,481
+933
+0.6%
+$134K
$22.5M0.02%37,028
+7,471
+25%
+$4.54M
$22.3M0.02%89,722
+9,150
+11%
+$2.27M
$22.2M0.02%93,103
+1,193
+1%
+$284K
$22M0.02%150,366
+2,465
+2%
+$360K
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