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

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

1Technology6.38%
2Financials3.91%
3Consumer Discretionary1.85%
4Healthcare1.85%
5Industrials1.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$428K0%13,281
+1,558
+13%
+$50.3K
$428K0%22,211
+4,203
+23%
+$81K
$428K0%13,664
+1,457
+12%
+$45.7K
$428K0%12,216
+6,468
+113%
+$227K
$428K0%9,470 New
+$428K
$428K0%12,424
+79
+0.6%
+$2.72K
$427K0%34,482
-15,539
-31%
-$193K
$427K0%29,558
+15,747
+114%
+$228K
$427K0%26,867
-3,499
-12%
-$55.6K
$427K0%46,370
-4,877
-10%
-$44.9K
$427K0%211,158
+90,966
+76%
+$184K
$426K0%45,856
-14,798
-24%
-$137K
$425K0%7,628
-32
-0.4%
-$1.78K
$425K0%65,957
+27,596
+72%
+$178K
$424K0%6,264
+22
+0.4%
+$1.49K
$424K0%13,766
+3,610
+36%
+$111K
$424K0%11,447
+5,422
+90%
+$201K
$423K0%9,245
+11
+0.1%
+$504
$423K0%16,480 ––
$423K0%9,464
+1,367
+17%
+$61.1K
$422K0%8,743
+722
+9%
+$34.9K
$422K0%4,272
+18
+0.4%
+$1.78K
$422K0%15,825
+1,081
+7%
+$28.8K
$421K0%9,351
+1,221
+15%
+$55K
$421K0%6,813
-2,205
-24%
-$136K
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