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 | |
|---|---|---|---|---|---|---|---|
| $917K | 0% | 64,384 -949 | -1% | -$13.5K | |||
| $915K | 0% | 9,476 +242 | +3% | +$23.4K | |||
| $910K | 0% | 20,147 +6,515 | +48% | +$294K | |||
| $909K | 0% | 15,701 +8,783 | +127% | +$508K | |||
| $908K | 0% | 125,040 +884 | +0.7% | +$6.42K | |||
| $906K | 0% | 61,614 +20,098 | +48% | +$296K | |||
| $906K | 0% | 20,888 +9,746 | +87% | +$423K | |||
| $905K | 0% | 47,013 +15,879 | +51% | +$306K | |||
| $905K | 0% | 18,759 | New | +$905K | |||
| $902K | 0% | 3,315 +2,412 | +267% | +$657K | |||
| $902K | 0% | 35,550 | New | +$902K | |||
| $898K | 0% | 40,136 +1 | +0% | +$22 | |||
| $898K | 0% | 21,531 +16,816 | +357% | +$701K | |||
| $898K | 0% | 13,134 +253 | +2% | +$17.3K | |||
| $897K | 0% | 45,150 +22,632 | +101% | +$450K | |||
| $897K | 0% | 23,349 +1,311 | +6% | +$50.4K | |||
| $896K | 0% | 21,981 +1,558 | +8% | +$63.5K | |||
| $895K | 0% | 21,043 +2,397 | +13% | +$102K | |||
| $895K | 0% | 40,705 +11,389 | +39% | +$250K | |||
| $895K | 0% | 6,794 +2,245 | +49% | +$296K | |||
| $895K | 0% | 20,588 +552 | +3% | +$24K | |||
| $894K | 0% | 8,542 +4,463 | +109% | +$467K | |||
| $894K | 0% | 9,884 +2,132 | +28% | +$193K | |||
| $893K | 0% | 28,741 +798 | +3% | +$24.8K | |||
| $892K | 0% | 20,890 +984 | +5% | +$42K |
