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 | |
|---|---|---|---|---|---|---|---|
| $787K | 0% | 9,803 +2,685 | +38% | +$216K | |||
| $787K | 0% | 7,043 +308 | +5% | +$34.4K | |||
| $787K | 0% | 8,909 +123 | +1% | +$10.9K | |||
| $786K | 0% | 8,495 -1,523 | -15% | -$141K | |||
| $786K | 0% | 52,401 +21,191 | +68% | +$318K | |||
| $784K | 0% | 80,434 +27,418 | +52% | +$267K | |||
| $784K | 0% | 39,640 -5,523 | -12% | -$109K | |||
| $783K | 0% | 64,362 +18,563 | +41% | +$226K | |||
| $783K | 0% | 29,266 -1,290 | -4% | -$34.5K | |||
| $782K | 0% | 10,561 +6,328 | +149% | +$469K | |||
| $782K | 0% | 12,933 -53 | -0.4% | -$3.21K | |||
| $782K | 0% | 19,674 -2,446 | -11% | -$97.2K | |||
| $781K | 0% | 4,487 +464 | +12% | +$80.7K | |||
| $780K | 0% | 11,598 +4,310 | +59% | +$290K | |||
| $780K | 0% | 15,246 -376 | -2% | -$19.2K | |||
| $780K | 0% | 12,141 +1,404 | +13% | +$90.2K | |||
| $779K | 0% | 27,270 +9,762 | +56% | +$279K | |||
| $778K | 0% | 7,136 -44 | -0.6% | -$4.8K | |||
| $777K | 0% | 30,424 +1,265 | +4% | +$32.3K | |||
| $775K | 0% | 13,546 +8,183 | +153% | +$468K | |||
| $775K | 0% | 21,407 -3,727 | -15% | -$135K | |||
| $774K | 0% | 19,631 +206 | +1% | +$8.13K | |||
| $773K | 0% | 30,195 +8,208 | +37% | +$210K | |||
| $773K | 0% | 69,613 -211 | -0.3% | -$2.34K | |||
| $773K | 0% | 68,739 +33,640 | +96% | +$378K |
