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 | |
|---|---|---|---|---|---|---|---|
| $1.74M | 0% | 25,892 -298 | -1% | -$20K | |||
| $1.73M | 0% | 27,049 +1,044 | +4% | +$67K | |||
| $1.73M | 0% | 103,412 -6,490 | -6% | -$109K | |||
| $1.73M | 0% | 15,342 +33 | +0.2% | +$3.72K | |||
| $1.73M | 0% | 15,357 +3,534 | +30% | +$398K | |||
| $1.73M | 0% | 29,263 +6,835 | +30% | +$404K | |||
| $1.72M | 0% | 47,701 +12,136 | +34% | +$439K | |||
| $1.72M | 0% | 78,040 +9,015 | +13% | +$199K | |||
| $1.72M | 0% | 32,857 +16,040 | +95% | +$840K | |||
| $1.72M | 0% | 2,795 +324 | +13% | +$199K | |||
| $1.72M | 0% | 13,733 +2,701 | +24% | +$338K | |||
| $1.72M | 0% | 42,454 +6,415 | +18% | +$259K | |||
| $1.71M | 0% | 44,388 +4,195 | +10% | +$162K | |||
| $1.71M | 0% | 6,010 -200 | -3% | -$56.9K | |||
| $1.71M | 0% | 32,646 +6,999 | +27% | +$366K | |||
| $1.7M | 0% | 51,480 -1,688 | -3% | -$55.8K | |||
| $1.7M | 0% | 13,519 +4,925 | +57% | +$620K | |||
| $1.7M | 0% | 9,918 +3,922 | +65% | +$672K | |||
| $1.7M | 0% | 23,747 +584 | +3% | +$41.8K | |||
| $1.7M | 0% | 206,728 +71,360 | +53% | +$587K | |||
| $1.7M | 0% | 40,347 | New | +$1.7M | |||
| $1.7M | 0% | 40,805 +11 | +0% | +$458 | |||
| $1.7M | 0% | 11,100 +970 | +10% | +$148K | |||
| $1.7M | 0% | 71,527 +31,109 | +77% | +$737K | |||
| $1.69M | 0% | 13,166 +2,238 | +20% | +$288K |
