Creative Planning

Creative Planning Portfolio holdings

AUM $106B
AUM
$106B
AUM Growth
+$3.52B
Cap. Flow
+$5.07B
Cap. Flow %
4.77%
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
$00%0
-12,165
Closed
$00%0
-7,202
Closed
$00%0
-6,046
Closed
$00%0
-1,912
Closed
$00%0
-603
Closed
$00%0
-15,017
Closed
$00%0
-12,858
Closed
$00%0
-130
Closed
$00%0
-6,877
Closed
$00%0
-7,104
Closed
$00%0
-10,095
Closed
$00%0
-375
Closed
$00%0
-22
Closed
$00%0
-11,521
Closed
$00%0
-23,000
Closed
$00%0
-15,675
Closed
$00%0
-475
Closed
$00%0
-44
Closed
$00%0
-769
Closed
$00%0
-15,638
Closed
$00%0
-382
Closed
$00%0
-2,114
Closed
$00%0
-1,712
Closed
$00%0
-2,662
Closed
$00%0
-5,028
Closed