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 | |
|---|---|---|---|---|---|---|---|
| $864K | 0% | 36,870 -2,799 | -7% | -$65.6K | |||
| $862K | 0% | 9,117 +177 | +2% | +$16.7K | |||
| $860K | 0% | 28,463 -879 | -3% | -$26.6K | |||
| $859K | 0% | 17,141 +1,129 | +7% | +$56.6K | |||
| $858K | 0% | 4,814 +2,522 | +110% | +$449K | |||
| $856K | 0% | 24,985 +930 | +4% | +$31.9K | |||
| $856K | 0% | 31,998 | New | +$856K | |||
| $855K | 0% | 218,137 -10,656 | -5% | -$41.8K | |||
| $855K | 0% | 63,105 +46,416 | +278% | +$629K | |||
| $854K | 0% | 62,214 +11,695 | +23% | +$160K | |||
| $852K | 0% | 60,532 +29,368 | +94% | +$414K | |||
| $852K | 0% | 14,629 +5,210 | +55% | +$304K | |||
| $851K | 0% | 11,903 +4,237 | +55% | +$303K | |||
| $851K | 0% | 42,533 +1,721 | +4% | +$34.4K | |||
| $849K | 0% | 28,673 +4,952 | +21% | +$147K | |||
| $848K | 0% | 9,142 +4,587 | +101% | +$426K | |||
| $847K | 0% | 23,495 -1,795 | -7% | -$64.7K | |||
| $843K | 0% | 95,138 +5,331 | +6% | +$47.2K | |||
| $841K | 0% | 4,807 -106 | -2% | -$18.6K | |||
| $841K | 0% | 11,093 +1,018 | +10% | +$77.2K | |||
| $839K | 0% | 10,030 +1,146 | +13% | +$95.8K | |||
| $838K | 0% | 24,370 -352 | -1% | -$12.1K | |||
| $838K | 0% | 17,333 +10,885 | +169% | +$526K | |||
| $838K | 0% | 25,083 +1,088 | +5% | +$36.3K | |||
| $838K | 0% | 45,722 -5,038 | -10% | -$92.3K |
