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
$1.35M0%33,577
+12,273
+58%
+$493K
$1.35M0%8,339
+2,054
+33%
+$332K
$1.35M0%27,354
+702
+3%
+$34.6K
$1.35M0%16,787
-2,067
-11%
-$166K
$1.35M0%45,380
-2,197
-5%
-$65.1K
$1.34M0%244,469
-7,848
-3%
-$43.2K
$1.34M0%49,350
+4,905
+11%
+$134K
$1.34M0%33,183
+13,348
+67%
+$540K
$1.34M0%49,407
+10,652
+27%
+$289K
$1.34M0%20,374
-969
-5%
-$63.7K
$1.34M0%19,520
-91
-0.5%
-$6.24K
$1.34M0%47,098
+16,985
+56%
+$483K
$1.33M0%42,835
+9,521
+29%
+$296K
$1.33M0%35,743
-308
-0.9%
-$11.5K
$1.33M0%42,243
+653
+2%
+$20.6K
$1.33M0%24,348
+4,176
+21%
+$228K
$1.33M0%89,185
+4,916
+6%
+$73.2K
$1.33M0%7,559
+129
+2%
+$22.6K
$1.32M0%70,265
-6,648
-9%
-$125K
$1.32M0%2,880
+508
+21%
+$233K
$1.32M0%55,758 New
+$1.32M
$1.32M0%12,387
-427
-3%
-$45.5K
$1.31M0%24,580
+1,048
+4%
+$56K
$1.31M0%16,699
+3,357
+25%
+$264K
$1.31M0%8,465
+2,009
+31%
+$311K
1 5859606162151