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 | |
|---|---|---|---|---|---|---|---|
| $958K | 0% | 7,463 -331 | -4% | -$42.5K | |||
| $957K | 0% | 14,731 +1,984 | +16% | +$129K | |||
| $951K | 0% | 14,918 +4,041 | +37% | +$257K | |||
| $949K | 0% | 15,182 +2,239 | +17% | +$140K | |||
| $946K | 0% | 13,367 +845 | +7% | +$59.8K | |||
| $946K | 0% | 5,277 -323 | -6% | -$57.9K | |||
| $944K | 0% | 11,839 +8,006 | +209% | +$638K | |||
| $944K | 0% | 32,894 +2,973 | +10% | +$85.3K | |||
| $944K | 0% | 10,221 +39 | +0.4% | +$3.6K | |||
| $944K | 0% | 11,729 +5,592 | +91% | +$450K | |||
| $943K | 0% | 97,051 +68,537 | +240% | +$666K | |||
| $943K | 0% | 17,794 -1,863 | -9% | -$98.7K | |||
| $941K | 0% | 21,554 -1,262 | -6% | -$55.1K | |||
| $937K | 0% | 7,776 -890 | -10% | -$107K | |||
| $937K | 0% | 68,549 -2,783 | -4% | -$38K | |||
| $933K | 0% | 3,783 +121 | +3% | +$29.9K | |||
| $933K | 0% | 5,013 +269 | +6% | +$50.1K | |||
| $933K | 0% | 122,285 +76,194 | +165% | +$581K | |||
| $929K | 0% | 12,320 -1,370 | -10% | -$103K | |||
| $928K | 0% | 12,961 +7,746 | +149% | +$554K | |||
| $926K | 0% | 8,724 +1,653 | +23% | +$176K | |||
| $926K | 0% | 10,115 +3,601 | +55% | +$330K | |||
| $924K | 0% | 7,785 +2,144 | +38% | +$254K | |||
| $923K | 0% | 61,201 +4,388 | +8% | +$66.2K | |||
| $919K | 0% | 9,979 | – | – |
