Creative Planning

Creative Planning Portfolio holdings

AUM $106B
This Quarter Return
-0.75%
1 Year Return
+6.17%
3 Year Return
+15.77%
5 Year Return
+81.94%
10 Year Return
+94.88%
AUM
$106B
AUM Growth
+$3.52B
Cap. Flow
+$5B
Cap. Flow %
4.7%
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

1Technology6.35%
2Financials3.91%
3Consumer Discretionary1.87%
4Healthcare1.85%
5Communication Services1.49%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$60.7K﹤0.01%
+10,742
 New
+$60.7K
$60.6K﹤0.01% 23,117
-6,415
-22%
-$16.8K
$59.9K﹤0.01% 50,797
-46,019
-48%
-$54.3K
$59.8K﹤0.01% 13,781
-38,211
-73%
-$166K
$59.7K﹤0.01% 11,543
+11,218
+3,452%
+$58K
$59.5K﹤0.01% 10,157
-11,258
-53%
-$66K
$59K﹤0.01%
+10,268
 New
+$59K
$58.6K﹤0.01% 14,939
+14,900
+38,205%
+$58.4K
$58.5K﹤0.01% 10,959
+10,862
+11,198%
+$58K
$58.4K﹤0.01% 20,200
+7,585
+60%
+$21.9K
$58.3K﹤0.01% 25,588
+2,163
+9%
+$4.93K
$58.3K﹤0.01%
+10,669
 New
+$58.3K
$57.9K﹤0.01%
+16,129
 New
+$57.9K
$57K﹤0.01% 10,600
-2,188
-17%
-$11.8K
$56.9K﹤0.01% 35,795
-69
-0.2%
-$110
$56.7K﹤0.01% 12,247
-4,418
-27%
-$20.5K
$56.6K﹤0.01% 10,742
-5,099
-32%
-$26.9K
$56.6K﹤0.01%
+11,890
 New
+$56.6K
$56.6K﹤0.01% 16,735
+16,123
+2,634%
+$54.5K
$54.6K﹤0.01%
+21,240
 New
+$54.6K
$54K﹤0.01% 50,000––
$51.3K﹤0.01%
+11,495
 New
+$51.3K
$50.7K﹤0.01%
+10,437
 New
+$50.7K
$49.5K﹤0.01% 21,794––
$49.4K﹤0.01% 10,038
+9,749
+3,373%
+$48K
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