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
$232M0.22%6,966,496
+135,173
+2%
+$4.49M
$228M0.21%878,790
+15,386
+2%
+$3.99M
$225M0.21%238,386
+16,534
+7%
+$15.6M
$223M0.21%637,229
+60,288
+10%
+$21.1M
$220M0.21%2,910,999
+141,686
+5%
+$10.7M
$218M0.21%5,295,811
-94,330
-2%
-$3.89M
$215M0.2%3,559,740
-44,396
-1%
-$2.69M
$215M0.2%1,108,152
+4,790
+0.4%
+$929K
$213M0.2%257,976
+22,439
+10%
+$18.5M
$213M0.2%4,658,118
+3,836,103
+467%
+$175M
$212M0.2%1,779,468
-932
-0.1%
-$111K
$205M0.19%667,125
+14,476
+2%
+$4.44M
$195M0.18%532,904
+19,684
+4%
+$7.21M
$182M0.17%1,543,663
-102,851
-6%
-$12.2M
$180M0.17%1,082,877
+97,947
+10%
+$16.2M
$178M0.17%2,023,485
+133,172
+7%
+$11.7M
$177M0.17%843,026
+81,953
+11%
+$17.2M
$173M0.16%323,637
+75,002
+30%
+$40M
$173M0.16%2,110,629
+88,482
+4%
+$7.23M
$167M0.16%462,628
+8,086
+2%
+$2.92M
$161M0.15%961,859
+115,615
+14%
+$19.4M
$160M0.15%201
+190
+1,727%
+$152M
$148M0.14%2,694,168
-28,777
-1%
-$1.58M
$143M0.13%1,368,842
-197,515
-13%
-$20.7M
$139M0.13%3,519,193
-29,025
-0.8%
-$1.14M