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 | |
|---|---|---|---|---|---|---|---|
| $438K | 0% | 13,253 +458 | +4% | +$15.1K | |||
| $438K | 0% | 10,170 +1,016 | +11% | +$43.8K | |||
| $437K | 0% | 17,507 -2,992 | -15% | -$74.8K | |||
| $437K | 0% | 18,192 +1,555 | +9% | +$37.4K | |||
| $437K | 0% | 6,498 +1,971 | +44% | +$133K | |||
| $437K | 0% | 13,978 -5,298 | -27% | -$166K | |||
| $436K | 0% | 30,121 -807 | -3% | -$11.7K | |||
| $436K | 0% | 8,245 +8,210 | +23,457% | +$434K | |||
| $436K | 0% | 2,352 +122 | +5% | +$22.6K | |||
| $435K | 0% | 10,750 -107 | -1% | -$4.33K | |||
| $435K | 0% | 77,695 +634 | +0.8% | +$3.55K | |||
| $435K | 0% | 8,733 +2,050 | +31% | +$102K | |||
| $435K | 0% | 48,172 +7,935 | +20% | +$71.7K | |||
| $434K | 0% | 16,355 -2,140 | -12% | -$56.8K | |||
| $433K | 0% | 18,940 +4,277 | +29% | +$97.7K | |||
| $432K | 0% | 50,403 +6,453 | +15% | +$55.4K | |||
| $432K | 0% | 19,806 +19,740 | +29,909% | +$431K | |||
| $432K | 0% | 53,731 -1,712 | -3% | -$13.8K | |||
| $432K | 0% | 3,670 +1,718 | +88% | +$202K | |||
| $431K | 0% | 58,639 +12,714 | +28% | +$93.4K | |||
| $430K | 0% | 19,729 +5,395 | +38% | +$118K | |||
| $430K | 0% | 55,352 +39,996 | +260% | +$311K | |||
| $430K | 0% | 8,799 -1,644 | -16% | -$80.3K | |||
| $430K | 0% | 23,669 +3,815 | +19% | +$69.2K | |||
| $429K | 0% | 26,893 -389,388 | -94% | -$6.21M |
