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
$138M0.13%1,928,928
+66,067
+4%
+$4.73M
$131M0.12%1,424,407
+82,867
+6%
+$7.6M
$129M0.12%235,562
+16,303
+7%
+$8.94M
$126M0.12%2,219,274
-192,125
-8%
-$10.9M
$125M0.12%4,483,982
+150,011
+3%
+$4.19M
$125M0.12%2,987,921
+303,996
+11%
+$12.7M
$123M0.12%1,812,788
+1,482,129
+448%
+$101M
$123M0.12%3,016,410
-118,357
-4%
-$4.82M
$123M0.12%1,253,912
+10,165
+0.8%
+$996K
$120M0.11%603,746
+10,328
+2%
+$2.06M
$119M0.11%688,663
+22,451
+3%
+$3.88M
$118M0.11%891,514
+70,908
+9%
+$9.41M
$118M0.11%2,269,202
-29,470
-1%
-$1.53M
$117M0.11%223,939
+16,620
+8%
+$8.7M
$116M0.11%124,269
+6,669
+6%
+$6.22M
$116M0.11%826,192
+56,836
+7%
+$7.95M
$115M0.11%367,647
+11,650
+3%
+$3.64M
$110M0.1%297,378
+2,889
+1%
+$1.07M
$110M0.1%1,384,297
-1,927
-0.1%
-$153K
$109M0.1%652,414
+37,419
+6%
+$6.26M
$107M0.1%1,155,709
-83,978
-7%
-$7.76M
$107M0.1%4,549,705
+25,148
+0.6%
+$589K
$104M0.1%1,949,370
-35,657
-2%
-$1.9M
$101M0.09%536,335
+4,644
+0.9%
+$874K
$91.9M0.09%2,182,851
-47,635
-2%
-$2M