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
301
$8.39M 0.02%
77,798
-154
302
$8.38M 0.02%
34,663
-326
303
$8.36M 0.02%
131,358
+5,006
304
$8.27M 0.02%
23,033
+2,563
305
$8.23M 0.02%
138,981
-1,016
306
$8.2M 0.02%
134,605
-2,313
307
$8.17M 0.02%
58,745
+262
308
$8.11M 0.02%
53,848
+126
309
$8.06M 0.02%
106,122
-1,965
310
$7.91M 0.02%
72,353
+5,093
311
$7.71M 0.02%
66,005
+2,902
312
$7.69M 0.02%
133,647
+59,843
313
$7.65M 0.02%
21,689
-5,434
314
$7.62M 0.02%
86,357
+9,243
315
$7.58M 0.02%
143,059
-177
316
$7.57M 0.02%
63,102
+21,334
317
$7.56M 0.02%
95,871
+4,307
318
$7.51M 0.02%
60,217
-5,698
319
$7.5M 0.02%
54,263
-1,826
320
$7.46M 0.02%
84,240
-11,000
321
$7.43M 0.02%
14,016
-1,764
322
$7.42M 0.02%
171,283
-5,451
323
$7.38M 0.01%
140,752
-4,294
324
$7.37M 0.01%
86,243
-3,170
325
$7.35M 0.01%
117,264
+22,753
11 12
13
14 15