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
$48.1K﹤0.01%
+12,894
 New
+$48.1K
$48K﹤0.01% 19,107
+4,192
+28%
+$10.5K
$48K﹤0.01% 30,939
+4,710
+18%
+$7.3K
$47.6K﹤0.01%
+10,005
 New
+$47.6K
$47.6K﹤0.01% 46,448
+35,391
+320%
+$36.3K
$46.7K﹤0.01% 30,136
-2,705
-8%
-$4.19K
$46.6K﹤0.01% 28,097
+3,833
+16%
+$6.36K
$46.6K﹤0.01% 14,504
-115,307
-89%
-$370K
$44.4K﹤0.01% 11,308
-1,917
-15%
-$7.53K
$43.8K﹤0.01% 55,580
+31,721
+133%
+$25K
$43.4K﹤0.01% 10,993
-44,398
-80%
-$175K
$42.1K﹤0.01% 39,020
-8,258
-17%
-$8.92K
$41.5K﹤0.01% 15,298
-1,513
-9%
-$4.11K
$40.2K﹤0.01%
+10,025
 New
+$40.2K
$39.3K﹤0.01%
+10,176
 New
+$39.3K
$39.2K﹤0.01%
+13,674
 New
+$39.2K
$39.2K﹤0.01% 14,348
+14,134
+6,605%
+$38.6K
$39K﹤0.01%
+10,522
 New
+$39K
$38.8K﹤0.01% 22,194
-6,493
-23%
-$11.4K
$38.4K﹤0.01%
+15,731
 New
+$38.4K
$38.2K﹤0.01% 35,000––
$38K﹤0.01% 44,721––
$37.3K﹤0.01% 14,667––
$36.6K﹤0.01% 65,102––
$36.4K﹤0.01% 12,026
+1
+0%
+$3
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