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 | |
|---|---|---|---|---|---|---|---|
| $1.01M | 0% | 15,415 +11,222 | +268% | +$736K | |||
| $1.01M | 0% | 113,254 +11,671 | +11% | +$104K | |||
| $1.01M | 0% | 27,861 -2,482 | -8% | -$89.8K | |||
| $1.01M | 0% | 6,135 -138 | -2% | -$22.6K | |||
| $1.01M | 0% | 21,125 +674 | +3% | +$32.1K | |||
| $1.01M | 0% | 21,064 -74 | -0.4% | -$3.53K | |||
| $1M | 0% | 29,914 +3,078 | +11% | +$103K | |||
| $1M | 0% | 23,396 -504 | -2% | -$21.6K | |||
| $1M | 0% | 23,054 +2,136 | +10% | +$92.8K | |||
| $1M | 0% | 17,247 +8,028 | +87% | +$466K | |||
| $999K | 0% | 61,017 +42,618 | +232% | +$698K | |||
| $999K | 0% | 46,569 +670 | +1% | +$14.4K | |||
| $997K | 0% | 8,564 +214 | +3% | +$24.9K | |||
| $996K | 0% | 22,108 -2,274 | -9% | -$102K | |||
| $995K | 0% | 23,572 +3,518 | +18% | +$148K | |||
| $993K | 0% | 44,303 -8,109 | -15% | -$182K | |||
| $992K | 0% | 46,227 -204 | -0.4% | -$4.38K | |||
| $991K | 0% | 22,005 +11,992 | +120% | +$540K | |||
| $986K | 0% | 5,600 +1,932 | +53% | +$340K | |||
| $986K | 0% | 10,173 +164 | +2% | +$15.9K | |||
| $985K | 0% | 6,464 -329 | -5% | -$50.1K | |||
| $984K | 0% | 14,368 -969 | -6% | -$66.4K | |||
| $984K | 0% | 8,929 +259 | +3% | +$28.5K | |||
| $983K | 0% | 29,906 -1,204 | -4% | -$39.6K | |||
| $983K | 0% | 90,530 -17,789 | -16% | -$193K |
