Creative Planning

Creative Planning Portfolio holdings

AUM $106B
AUM
$106B
AUM Growth
+$3.52B
Cap. Flow
+$5.07B
Cap. Flow %
4.77%
Top 10 Hldgs %
45.26%
Holding
3,766
New
210
Increased
2,152
Reduced
965
Closed
340
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$45.2M0.04%2,100,193
+12,746
+0.6%
+$274K
$45M0.04%763,878
+5,374
+0.7%
+$317K
$45M0.04%382,708
-246
-0.1%
-$28.9K
$44.9M0.04%549,666
+9,978
+2%
+$815K
$43.9M0.04%104,556
+6,228
+6%
+$2.62M
$43.7M0.04%248,574
+1,235
+0.5%
+$217K
$43.7M0.04%85,919
+30,314
+55%
+$15.4M
$43.5M0.04%210,867
+6,346
+3%
+$1.31M
$43.5M0.04%443,076
+35,235
+9%
+$3.46M
$43.4M0.04%143,659
+16,507
+13%
+$4.98M
$43.3M0.04%141,828
+8,195
+6%
+$2.5M
$43.2M0.04%139,970
-232
-0.2%
-$71.7K
$43.2M0.04%551,766
+7,947
+1%
+$622K
$43.1M0.04%386,991
+33,232
+9%
+$3.7M
$43.1M0.04%88,840
+9,370
+12%
+$4.54M
$42.9M0.04%1,694,294
+130,106
+8%
+$3.3M
$42.7M0.04%1,683,226
+92,399
+6%
+$2.35M
$42.4M0.04%63,073
+1,780
+3%
+$1.2M
$42.4M0.04%412,418
+6,469
+2%
+$665K
$42.2M0.04%680,343
+5,875
+0.9%
+$365K
$42M0.04%233,591
+20,571
+10%
+$3.7M
$41.4M0.04%528,584
+15,005
+3%
+$1.17M
$41M0.04%87,423
+5,344
+7%
+$2.51M
$41M0.04%445,496
+61,268
+16%
+$5.63M
$40.8M0.04%1,576,314
-41,868
-3%
-$1.08M