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

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

1Technology6.38%
2Financials3.91%
3Consumer Discretionary1.85%
4Healthcare1.85%
5Industrials1.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.89M0.01%34,395
+2,518
+8%
+$651K
$8.84M0.01%571,547
+94,319
+20%
+$1.46M
$8.81M0.01%78,880
-6,048
-7%
-$675K
$8.79M0.01%241,665
-7,672
-3%
-$279K
$8.77M0.01%67,590
-693
-1%
-$89.9K
$8.75M0.01%213,655
+11,739
+6%
+$481K
$8.73M0.01%284,246
+72,302
+34%
+$2.22M
$8.72M0.01%43,143
+9,875
+30%
+$2M
$8.65M0.01%67,626
+1,161
+2%
+$148K
$8.64M0.01%442,366
+32,322
+8%
+$631K
$8.61M0.01%115,318
-2,743
-2%
-$205K
$8.59M0.01%119,367
+4,424
+4%
+$318K
$8.58M0.01%354,969
+6,662
+2%
+$161K
$8.53M0.01%35,043
-79
-0.2%
-$19.2K
$8.5M0.01%118,373
+13,039
+12%
+$936K
$8.48M0.01%17,733
+1,340
+8%
+$641K
$8.45M0.01%61,721
+9,612
+18%
+$1.32M
$8.44M0.01%193,480
+50,402
+35%
+$2.2M
$8.43M0.01%109,987
-1,533
-1%
-$117K
$8.35M0.01%217,889
+19,801
+10%
+$759K
$8.35M0.01%65,344
+656
+1%
+$83.8K
$8.32M0.01%144,456
+53,974
+60%
+$3.11M
$8.31M0.01%186,381
+150,233
+416%
+$6.7M
$8.31M0.01%35,869
+5,202
+17%
+$1.2M
$8.31M0.01%66,765
+1,619
+2%
+$201K
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