Creative Planning Portfolio holdings
AUM $106B
AUM
$106B
AUM Growth
+$3.52B (+3%)
Cap. Flow
+$5.07B
Cap. Flow % of AUM
4.77%
Top 10 Holdings %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
| 1 | Technology | 6.38% |
| 2 | Financials | 3.91% |
| 3 | Consumer Discretionary | 1.85% |
| 4 | Healthcare | 1.85% |
| 5 | Industrials | 1.48% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.67M | 0% | 90,304 -5,417 | -6% | -$160K | |||
| $2.66M | 0% | 34,919 +6,174 | +21% | +$470K | |||
| $2.66M | 0% | 12,092 -2,568 | -18% | -$565K | |||
| $2.65M | 0% | 113,441 -1,261 | -1% | -$29.5K | |||
| $2.64M | 0% | 33,269 +1,519 | +5% | +$121K | |||
| $2.64M | 0% | 49,287 +18,346 | +59% | +$983K | |||
| $2.63M | 0% | 69,687 +7,097 | +11% | +$268K | |||
| $2.61M | 0% | 25,479 +20,114 | +375% | +$2.06M | |||
| $2.61M | 0% | 15,409 +34 | +0.2% | +$5.75K | |||
| $2.61M | 0% | 26,414 -220 | -0.8% | -$21.7K | |||
| $2.6M | 0% | 115,502 +48,746 | +73% | +$1.1M | |||
| $2.6M | 0% | 61,687 +20,136 | +48% | +$849K | |||
| $2.59M | 0% | 57,764 +1,214 | +2% | +$54.5K | |||
| $2.59M | 0% | 104,888 +75,233 | +254% | +$1.86M | |||
| $2.58M | 0% | 530,597 -3,194 | -0.6% | -$15.6K | |||
| $2.58M | 0% | 60,522 +5,269 | +10% | +$225K | |||
| $2.58M | 0% | 36,619 -2,557 | -7% | -$180K | |||
| $2.57M | 0% | 8,989 +197 | +2% | +$56.2K | |||
| $2.56M | 0% | 11,657 +1,454 | +14% | +$320K | |||
| $2.56M | 0% | 26,903 +878 | +3% | +$83.6K | |||
| $2.56M | 0% | 242,334 +8,509 | +4% | +$89.8K | |||
| $2.55M | 0% | 90,074 -1,304 | -1% | -$37K | |||
| $2.55M | 0% | 62,011 +3,287 | +6% | +$135K | |||
| $2.55M | 0% | 19,322 +1,420 | +8% | +$187K | |||
| $2.55M | 0% | 153,204 +3,937 | +3% | +$65.5K |
