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 | |
|---|---|---|---|---|---|---|---|
| $221K | 0% | 4,264 | New | +$221K | |||
| $220K | 0% | 4,118 -1,184 | -22% | -$63.3K | |||
| $220K | 0% | 6,422 -439 | -6% | -$15K | |||
| $220K | 0% | 9,735 -7,214 | -43% | -$163K | |||
| $220K | 0% | 5,083 -1,129 | -18% | -$48.8K | |||
| $220K | 0% | 15,338 | New | +$220K | |||
| $219K | 0% | 1,591 -120 | -7% | -$16.5K | |||
| $218K | 0% | 31,559 +4,520 | +17% | +$31.3K | |||
| $218K | 0% | 7,128 | New | +$218K | |||
| $218K | 0% | 2,939 +64 | +2% | +$4.76K | |||
| $218K | 0% | 16,977 +182 | +1% | +$2.34K | |||
| $217K | 0% | 65,188 +1,808 | +3% | +$6.02K | |||
| $217K | 0% | 4,944 -358 | -7% | -$15.7K | |||
| $217K | 0% | 62,089 +13,745 | +28% | +$48K | |||
| $217K | 0% | 98,452 | New | +$217K | |||
| $216K | 0% | 39,392 -575 | -1% | -$3.15K | |||
| $216K | 0% | 9,463 -50 | -0.5% | -$1.14K | |||
| $216K | 0% | 33,657 -6,065 | -15% | -$38.9K | |||
| $216K | 0% | 4,520 +9 | +0.2% | +$429 | |||
| $215K | 0% | 4,402 +482 | +12% | +$23.6K | |||
| $215K | 0% | 4,873 | New | +$215K | |||
| $215K | 0% | 6,874 | New | +$215K | |||
| $214K | 0% | 9,913 | New | +$214K | |||
| $214K | 0% | 1,024 -54 | -5% | -$11.3K | |||
| $214K | 0% | 24,119 +24,050 | +34,855% | +$213K |
