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 | |
|---|---|---|---|---|---|---|---|
| $60.7K | 0% | 10,742 | New | +$60.7K | |||
| $60.6K | 0% | 23,117 -6,415 | -22% | -$16.8K | |||
| $59.9K | 0% | 50,797 -46,019 | -48% | -$54.3K | |||
| $59.8K | 0% | 13,781 -38,211 | -73% | -$166K | |||
| $59.7K | 0% | 11,543 +11,218 | +3,452% | +$58K | |||
| $59.5K | 0% | 10,157 -11,258 | -53% | -$66K | |||
| $59K | 0% | 10,268 | New | +$59K | |||
| $58.6K | 0% | 14,939 +14,900 | +38,205% | +$58.4K | |||
| $58.5K | 0% | 10,959 +10,862 | +11,198% | +$58K | |||
| $58.4K | 0% | 20,200 +7,585 | +60% | +$21.9K | |||
| $58.3K | 0% | 25,588 +2,163 | +9% | +$4.93K | |||
| $58.3K | 0% | 10,669 | New | +$58.3K | |||
| $57.9K | 0% | 16,129 | New | +$57.9K | |||
| $57K | 0% | 10,600 -2,188 | -17% | -$11.8K | |||
| $56.9K | 0% | 35,795 -69 | -0.2% | -$110 | |||
| $56.7K | 0% | 12,247 -4,418 | -27% | -$20.5K | |||
| $56.6K | 0% | 10,742 -5,099 | -32% | -$26.9K | |||
| $56.6K | 0% | 11,890 | New | +$56.6K | |||
| $56.6K | 0% | 16,735 +16,123 | +2,634% | +$54.5K | |||
| $54.6K | 0% | 21,240 | New | +$54.6K | |||
| $54K | 0% | 50,000 | – | – | |||
| $51.3K | 0% | 11,495 | New | +$51.3K | |||
| $50.7K | 0% | 10,437 | New | +$50.7K | |||
| $49.5K | 0% | 21,794 | – | – | |||
| $49.4K | 0% | 10,038 +9,749 | +3,373% | +$48K |
