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
$1.31M0%13,077
+4,934
+61%
+$495K
$1.31M0%11,127
+129
+1%
+$15.2K
$1.31M0%15,166
+670
+5%
+$57.7K
$1.3M0%66,763
+34,036
+104%
+$665K
$1.3M0%27,090
+2,310
+9%
+$111K
$1.3M0%117,829
+107,547
+1,046%
+$1.19M
$1.3M0%131,563
-20,897
-14%
-$207K
$1.3M0%8,653
+3,843
+80%
+$577K
$1.3M0%32,079
+7,973
+33%
+$322K
$1.3M0%13,530
-151
-1%
-$14.5K
$1.29M0%25,275
+5,390
+27%
+$276K
$1.29M0%24,675
+9,063
+58%
+$475K
$1.28M0%28,163
+4,662
+20%
+$213K
$1.28M0%12,754
-491
-4%
-$49.3K
$1.27M0%25,041
+1,595
+7%
+$81.2K
$1.27M0%26,067
+1,128
+5%
+$55.1K
$1.27M0%15,259
+2,359
+18%
+$196K
$1.26M0%30,432
+10,784
+55%
+$448K
$1.26M0%25,132
+4
+0%
+$201
$1.26M0%17,887
+10,231
+134%
+$722K
$1.26M0%35,431
+6,904
+24%
+$246K
$1.26M0%14,289
+5,305
+59%
+$468K
$1.26M0%16,497
+10,570
+178%
+$807K
$1.26M0%35,367
+16,521
+88%
+$586K
$1.25M0%36,001
+3,756
+12%
+$131K
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