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 | |
|---|---|---|---|---|---|---|---|
| $192K | 0% | 90,795 -555 | -0.6% | -$1.18K | |||
| $192K | 0% | 20,827 +2,764 | +15% | +$25.5K | |||
| $191K | 0% | 23,521 +3,936 | +20% | +$32K | |||
| $191K | 0% | 17,546 | New | +$191K | |||
| $191K | 0% | 21,753 -26,348 | -55% | -$232K | |||
| $191K | 0% | 46,044 +17,666 | +62% | +$73.3K | |||
| $191K | 0% | 16,542 +882 | +6% | +$10.2K | |||
| $190K | 0% | 10,218 | New | +$190K | |||
| $189K | 0% | 17,226 | New | +$189K | |||
| $189K | 0% | 21,501 +4,992 | +30% | +$43.8K | |||
| $188K | 0% | 15,536 | New | +$188K | |||
| $187K | 0% | 12,471 -4,667 | -27% | -$70.1K | |||
| $187K | 0% | 31,443 +48 | +0.2% | +$286 | |||
| $187K | 0% | 11,230 | New | +$187K | |||
| $186K | 0% | 26,405 -4,677 | -15% | -$32.9K | |||
| $185K | 0% | 91,069 +64,781 | +246% | +$132K | |||
| $185K | 0% | 33,933 +9,848 | +41% | +$53.8K | |||
| $185K | 0% | 10,554 +46 | +0.4% | +$805 | |||
| $185K | 0% | 10,031 +9,860 | +5,766% | +$182K | |||
| $185K | 0% | 29,499 -495 | -2% | -$3.1K | |||
| $183K | 0% | 13,550 -17,736 | -57% | -$240K | |||
| $182K | 0% | 26,045 | New | +$182K | |||
| $181K | 0% | 78,893 +17,469 | +28% | +$40.2K | |||
| $181K | 0% | 24,025 +4,548 | +23% | +$34.3K | |||
| $180K | 0% | 32,114 +16,401 | +104% | +$92.2K |
