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 | |
|---|---|---|---|---|---|---|---|
| $562K | 0% | 32,803 -413 | -1% | -$7.08K | |||
| $562K | 0% | 10,934 -454 | -4% | -$23.3K | |||
| $560K | 0% | 16,052 +13,280 | +479% | +$463K | |||
| $559K | 0% | 3,509 +372 | +12% | +$59.3K | |||
| $559K | 0% | 7,275 -214 | -3% | -$16.4K | |||
| $558K | 0% | 11,534 +2,169 | +23% | +$105K | |||
| $557K | 0% | 25,310 +25,283 | +93,641% | +$556K | |||
| $556K | 0% | 13,639 +638 | +5% | +$26K | |||
| $556K | 0% | 78,135 +23,916 | +44% | +$170K | |||
| $555K | 0% | 2,461 +960 | +64% | +$217K | |||
| $555K | 0% | 2,279 +98 | +4% | +$23.9K | |||
| $555K | 0% | 10,772 -1,863 | -15% | -$96K | |||
| $554K | 0% | 2,024 +5 | +0.3% | +$1.37K | |||
| $554K | 0% | 11,737 +865 | +8% | +$40.8K | |||
| $553K | 0% | 5,780 -69 | -1% | -$6.6K | |||
| $552K | 0% | 77,795 +66,296 | +577% | +$470K | |||
| $550K | 0% | 9,286 -1,747 | -16% | -$103K | |||
| $550K | 0% | 23,043 +1,843 | +9% | +$44K | |||
| $549K | 0% | 2,343 -264 | -10% | -$61.9K | |||
| $546K | 0% | 7,754 -2,433 | -24% | -$171K | |||
| $546K | 0% | 24,530 -3,263 | -12% | -$72.6K | |||
| $545K | 0% | 2,271 -362 | -14% | -$86.9K | |||
| $545K | 0% | 5,144 +251 | +5% | +$26.6K | |||
| $545K | 0% | 42,970 -289 | -0.7% | -$3.67K | |||
| $545K | 0% | 76,493 +16,296 | +27% | +$116K |
