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
$4.78M0%445,853
+60,160
+16%
+$646K
$4.77M0%21,800
-10
-0.1%
-$2.19K
$4.76M0%48,638
+13,717
+39%
+$1.34M
$4.76M0%122,812
-152,870
-55%
-$5.92M
$4.75M0%30,064
-947
-3%
-$150K
$4.75M0%72,382
+8,943
+14%
+$587K
$4.73M0%189,668
+10,947
+6%
+$273K
$4.72M0%124,664
+17,378
+16%
+$658K
$4.71M0%49,304
+3,304
+7%
+$316K
$4.71M0%152,831
+13,739
+10%
+$423K
$4.7M0%53,425
+1,103
+2%
+$97K
$4.69M0%50,750
+33,080
+187%
+$3.06M
$4.68M0%63,629
-42
-0.1%
-$3.09K
$4.67M0%96,422
+13,653
+17%
+$661K
$4.67M0%184,933
-9,874
-5%
-$249K
$4.67M0%57,864
+11,876
+26%
+$958K
$4.66M0%29,151
+6,805
+30%
+$1.09M
$4.65M0%128,651
+6,912
+6%
+$250K
$4.62M0%56,053
-3,318
-6%
-$274K
$4.6M0%207,501
-10,854
-5%
-$241K
$4.58M0%66,601
+15,107
+29%
+$1.04M
$4.55M0%1,191,803
+215,506
+22%
+$823K
$4.54M0%7,953
+772
+11%
+$441K
$4.53M0%34,659
+4,244
+14%
+$554K
$4.5M0%59,259
+2,528
+4%
+$192K
1 2829303132151