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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$35.1K﹤0.01% 27,667
-14,926
-35%
-$19K
$34.6K﹤0.01% 16,325
-7,287
-31%
-$15.4K
$34.1K﹤0.01% 10,283
-5,706
-36%
-$18.9K
$33.7K﹤0.01% 18,515
-2,353
-11%
-$4.28K
$31.2K﹤0.01%
+30,326
New
+$31.2K
$30.2K﹤0.01% 20,109
+931
+5%
+$1.4K
$30.1K﹤0.01% 25,982
+1,102
+4%
+$1.28K
$29.3K﹤0.01% 14,367
$29.2K﹤0.01% 25,380
+12,222
+93%
+$14.1K
$27.5K﹤0.01% 24,900
$27.3K﹤0.01%
+21,996
New
+$27.3K
$26.6K﹤0.01% 12,385
-16,007
-56%
-$34.4K
$26.5K﹤0.01% 12,444
+444
+4%
+$946
$26.4K﹤0.01% 10,016
$26.1K﹤0.01%
+12,796
New
+$26.1K
$25K﹤0.01% 14,304
+188
+1%
+$329
$24.9K﹤0.01% 13,192
+333
+3%
+$629
$23.9K﹤0.01% 16,588
-150
-0.9%
-$216
$23.7K﹤0.01%
+65,010
New
+$23.7K
$23.4K﹤0.01% 10,001
+1
+0%
+$2
$23.1K﹤0.01% 23,115
+1,820
+9%
+$1.82K
$22.4K﹤0.01%
+20,000
New
+$22.4K
$22.2K﹤0.01% 15,336
+970
+7%
+$1.41K
$21.7K﹤0.01% 14,397
+809
+6%
+$1.22K
$21.3K﹤0.01% 17,312