Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.5B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1
+$558M
2
+$506M
3
+$208M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$165M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$157M

Top Sells

1
+$56.8M
2
+$56.3M
3
+$44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.2M
5
CRWD icon
CrowdStrike
CRWD
+$20.3M

Sector Composition

1 Technology 4.87%
2 Financials 3.34%
3 Consumer Discretionary 2.35%
4 Communication Services 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.2M 0.02%
48,802
+4,021
252
$11.1M 0.02%
146,659
+12,613
253
$11.1M 0.02%
86,018
-1,072
254
$11.1M 0.02%
737,026
-4,530
255
$10.9M 0.02%
118,756
-3,560
256
$10.9M 0.02%
138,951
+3,792
257
$10.9M 0.02%
252,084
+15,972
258
$10.8M 0.02%
157,490
+1,039
259
$10.7M 0.02%
72,617
+717
260
$10.7M 0.02%
657,368
-30,664
261
$10.7M 0.02%
489,957
-12,828
262
$10.7M 0.02%
53,389
+6,146
263
$10.5M 0.02%
40,272
+5,672
264
$10.5M 0.02%
106,805
+4,280
265
$10.5M 0.02%
42,489
+177
266
$10.3M 0.02%
42,492
-991
267
$10.3M 0.02%
212,692
+47,169
268
$10.2M 0.02%
36,075
+4,095
269
$10.2M 0.02%
176,190
+4,535
270
$10.1M 0.02%
120,653
-1,667
271
$10M 0.02%
196,095
+1,084
272
$9.93M 0.02%
183,899
-7,471
273
$9.87M 0.02%
152,653
-57,596
274
$9.82M 0.02%
148,421
+3,301
275
$9.8M 0.02%
111,760
-2,992
9 10
11
12 13