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 | |
|---|---|---|---|---|---|---|---|
| $446K | 0% | 5,317 +638 | +14% | +$53.5K | |||
| $446K | 0% | 39,543 +22,674 | +134% | +$256K | |||
| $445K | 0% | 9,481 | New | +$445K | |||
| $445K | 0% | 203,245 -85,147 | -30% | -$186K | |||
| $445K | 0% | 39,004 -1,530 | -4% | -$17.5K | |||
| $445K | 0% | 30,739 +16,153 | +111% | +$234K | |||
| $444K | 0% | 32,726 +684 | +2% | +$9.29K | |||
| $444K | 0% | 23,530 +6,557 | +39% | +$124K | |||
| $444K | 0% | 67,300 +33,134 | +97% | +$219K | |||
| $444K | 0% | 6,869 +1,702 | +33% | +$110K | |||
| $443K | 0% | 20,821 +11,850 | +132% | +$252K | |||
| $443K | 0% | 42,815 +25,542 | +148% | +$264K | |||
| $443K | 0% | 16,943 +7,694 | +83% | +$201K | |||
| $443K | 0% | 18,118 | New | +$443K | |||
| $442K | 0% | 18,213 | New | +$442K | |||
| $442K | 0% | 52,126 +11,420 | +28% | +$96.8K | |||
| $442K | 0% | 5,227 -1,664 | -24% | -$141K | |||
| $441K | 0% | 229,670 +63,367 | +38% | +$122K | |||
| $441K | 0% | 16,627 +7,218 | +77% | +$191K | |||
| $440K | 0% | 11,263 -2,430 | -18% | -$94.9K | |||
| $440K | 0% | 24,791 +538 | +2% | +$9.54K | |||
| $440K | 0% | 12,954 -2,986 | -19% | -$101K | |||
| $439K | 0% | 10,207 -356 | -3% | -$15.3K | |||
| $439K | 0% | 28,928 -17,833 | -38% | -$271K | |||
| $438K | 0% | 11,889 +2,023 | +21% | +$74.6K |
