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 | |
|---|---|---|---|---|---|---|---|
| $983K | 0% | 111,406 +10,001 | +10% | +$88.2K | |||
| $982K | 0% | 87,347 -9,712 | -10% | -$109K | |||
| $981K | 0% | 13,760 -678 | -5% | -$48.4K | |||
| $980K | 0% | 26,203 +7,793 | +42% | +$292K | |||
| $980K | 0% | 8,666 +2,539 | +41% | +$287K | |||
| $976K | 0% | 53,960 +19,773 | +58% | +$358K | |||
| $976K | 0% | 13,587 -249 | -2% | -$17.9K | |||
| $974K | 0% | 17,162 -24,544 | -59% | -$1.39M | |||
| $974K | 0% | 2,655 +210 | +9% | +$77.1K | |||
| $973K | 0% | 4,002 +1,353 | +51% | +$329K | |||
| $973K | 0% | 155,425 -80,543 | -34% | -$504K | |||
| $972K | 0% | 16,786 +1,274 | +8% | +$73.8K | |||
| $970K | 0% | 182,995 -39,069 | -18% | -$207K | |||
| $969K | 0% | 6,525 +1,127 | +21% | +$167K | |||
| $967K | 0% | 11,372 +268 | +2% | +$22.8K | |||
| $966K | 0% | 35,348 -2,535 | -7% | -$69.3K | |||
| $965K | 0% | 32,528 -11,253 | -26% | -$334K | |||
| $965K | 0% | 16,713 +6,438 | +63% | +$372K | |||
| $964K | 0% | 8,976 +1,744 | +24% | +$187K | |||
| $964K | 0% | 32,661 +17,833 | +120% | +$526K | |||
| $964K | 0% | 5,570 +94 | +2% | +$16.3K | |||
| $964K | 0% | 37,304 -2,169 | -5% | -$56K | |||
| $960K | 0% | 21,254 +749 | +4% | +$33.8K | |||
| $960K | 0% | 83,688 +55,055 | +192% | +$631K | |||
| $959K | 0% | 12,100 +4,746 | +65% | +$376K |
