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
326
$7.35M 0.01%
315,586
+113,227
327
$7.2M 0.01%
587,730
-96,249
328
$7.17M 0.01%
228,826
+205,792
329
$7.15M 0.01%
25,573
-177
330
$7.13M 0.01%
429,574
-351,968
331
$7.08M 0.01%
312,078
+74,481
332
$7.07M 0.01%
123,751
+9,846
333
$7.02M 0.01%
167,302
-1,400
334
$6.97M 0.01%
245,400
-13,750
335
$6.96M 0.01%
94,086
+8,430
336
$6.93M 0.01%
70,237
+67,540
337
$6.92M 0.01%
326,565
-42,540
338
$6.92M 0.01%
134,901
+93,074
339
$6.91M 0.01%
401,044
-80,524
340
$6.82M 0.01%
52,040
-5,274
341
$6.71M 0.01%
109,401
-579
342
$6.68M 0.01%
131,931
-5,827
343
$6.63M 0.01%
57,768
-237
344
$6.59M 0.01%
8,741
+593
345
$6.58M 0.01%
821,367
-726,881
346
$6.58M 0.01%
35,852
+10,573
347
$6.56M 0.01%
32,424
+4,170
348
$6.54M 0.01%
60,359
-2,418
349
$6.5M 0.01%
197,387
-33,439
350
$6.48M 0.01%
97,372
-1,835
12 13
14
15 16