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 | |
|---|---|---|---|---|---|---|---|
| $147K | 0% | 12,799 | – | – | |||
| $146K | 0% | 24,769 +24,168 | +4,021% | +$142K | |||
| $145K | 0% | 25,197 +4,634 | +23% | +$26.7K | |||
| $145K | 0% | 77,178 -2,108 | -3% | -$3.96K | |||
| $144K | 0% | 24,057 +13,423 | +126% | +$80.1K | |||
| $143K | 0% | 20,198 +8,101 | +67% | +$57.4K | |||
| $143K | 0% | 14,927 -2 | -0% | -$19 | |||
| $143K | 0% | 81,990 | – | – | |||
| $143K | 0% | 17,197 -1,475 | -8% | -$12.2K | |||
| $142K | 0% | 11,565 +1,196 | +12% | +$14.7K | |||
| $142K | 0% | 69,151 -10,444 | -13% | -$21.4K | |||
| $142K | 0% | 97,056 +43,511 | +81% | +$63.5K | |||
| $141K | 0% | 11,822 +11,765 | +20,640% | +$140K | |||
| $141K | 0% | 25,650 +13,445 | +110% | +$73.7K | |||
| $140K | 0% | 19,734 -1,185 | -6% | -$8.38K | |||
| $140K | 0% | 17,977 | – | – | |||
| $139K | 0% | 18,266 +4,413 | +32% | +$33.5K | |||
| $138K | 0% | 15,754 +1,372 | +10% | +$12.1K | |||
| $138K | 0% | 30,551 +8,811 | +41% | +$39.9K | |||
| $138K | 0% | 16,580 +4,285 | +35% | +$35.7K | |||
| $138K | 0% | 17,617 +17,467 | +11,645% | +$137K | |||
| $138K | 0% | 17,105 +973 | +6% | +$7.82K | |||
| $137K | 0% | 30,342 +1,806 | +6% | +$8.18K | |||
| $135K | 0% | 59,933 -145,713 | -71% | -$329K | |||
| $135K | 0% | 18,706 -8,761 | -32% | -$63.3K |
