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 | |
|---|---|---|---|---|---|---|---|
| $697K | 0% | 7,260 +1,938 | +36% | +$186K | |||
| $697K | 0% | 10,443 -638 | -6% | -$42.6K | |||
| $695K | 0% | 24,255 +2,883 | +13% | +$82.6K | |||
| $694K | 0% | 53,681 +25,948 | +94% | +$336K | |||
| $694K | 0% | 20,297 +219 | +1% | +$7.49K | |||
| $694K | 0% | 13,955 -2,168 | -13% | -$108K | |||
| $692K | 0% | 148,476 -21,626 | -13% | -$101K | |||
| $691K | 0% | 30,388 +14,207 | +88% | +$323K | |||
| $691K | 0% | 9,437 +1,934 | +26% | +$142K | |||
| $689K | 0% | 20,701 -318 | -2% | -$10.6K | |||
| $688K | 0% | 15,569 +1,061 | +7% | +$46.9K | |||
| $686K | 0% | 14,842 +4,098 | +38% | +$189K | |||
| $684K | 0% | 23,179 +4,971 | +27% | +$147K | |||
| $684K | 0% | 14,758 +5,353 | +57% | +$248K | |||
| $684K | 0% | 13,272 +859 | +7% | +$44.2K | |||
| $683K | 0% | 66,988 +27,276 | +69% | +$278K | |||
| $682K | 0% | 6,775 +3,227 | +91% | +$325K | |||
| $681K | 0% | 28,156 | New | +$681K | |||
| $681K | 0% | 15,440 +9,853 | +176% | +$435K | |||
| $681K | 0% | 6,744 +643 | +11% | +$64.9K | |||
| $681K | 0% | 3,498 +625 | +22% | +$122K | |||
| $680K | 0% | 1,200 -10 | -0.8% | -$5.67K | |||
| $679K | 0% | 47,590 +504 | +1% | +$7.19K | |||
| $677K | 0% | 39,312 | New | +$677K | |||
| $677K | 0% | 39,803 -9,625 | -19% | -$164K |
