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 | |
|---|---|---|---|---|---|---|---|
| $772K | 0% | 12,657 +12,640 | +74,353% | +$771K | |||
| $772K | 0% | 7,888 -2,942 | -27% | -$288K | |||
| $771K | 0% | 13,385 -1,435 | -10% | -$82.7K | |||
| $771K | 0% | 2,570 -120 | -4% | -$36K | |||
| $770K | 0% | 19,827 -5,536 | -22% | -$215K | |||
| $769K | 0% | 24,252 -2,870 | -11% | -$91K | |||
| $766K | 0% | 12,480 +2,320 | +23% | +$142K | |||
| $765K | 0% | 38,555 -1,463 | -4% | -$29K | |||
| $765K | 0% | 20,575 +10,578 | +106% | +$393K | |||
| $762K | 0% | 20,652 +7,296 | +55% | +$269K | |||
| $762K | 0% | 33,330 -2,463 | -7% | -$56.3K | |||
| $761K | 0% | 16,108 +60 | +0.4% | +$2.84K | |||
| $760K | 0% | 49,937 +2,633 | +6% | +$40.1K | |||
| $759K | 0% | 34,892 +5,401 | +18% | +$118K | |||
| $759K | 0% | 57,618 -2,175 | -4% | -$28.6K | |||
| $758K | 0% | 60,333 -7,428 | -11% | -$93.4K | |||
| $757K | 0% | 18,690 +5,191 | +38% | +$210K | |||
| $753K | 0% | 43,845 -686 | -2% | -$11.8K | |||
| $752K | 0% | 8,911 +81 | +0.9% | +$6.84K | |||
| $752K | 0% | 81,384 +20,783 | +34% | +$192K | |||
| $751K | 0% | 4,075 -830 | -17% | -$153K | |||
| $751K | 0% | 23,325 -2,236 | -9% | -$72K | |||
| $750K | 0% | 12,925 +2,156 | +20% | +$125K | |||
| $749K | 0% | 26,390 -1,231 | -4% | -$35K | |||
| $748K | 0% | 11,872 +4,703 | +66% | +$296K |
