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
351
$6.44M 0.01%
126,792
-57,811
352
$6.34M 0.01%
62,169
-309
353
$6.29M 0.01%
100,159
+27,839
354
$6.24M 0.01%
25,377
+378
355
$6.24M 0.01%
81,286
-3,013
356
$6.22M 0.01%
108,219
+20,031
357
$6.2M 0.01%
54,905
-21,057
358
$6.18M 0.01%
183,286
-43,984
359
$6.15M 0.01%
180,542
+25,923
360
$6.1M 0.01%
250,392
-35,952
361
$6.02M 0.01%
142,640
-39,271
362
$5.98M 0.01%
183,908
363
$5.97M 0.01%
249,681
+60,592
364
$5.96M 0.01%
69,083
+154
365
$5.93M 0.01%
18,315
-207
366
$5.92M 0.01%
230,369
-9,898
367
$5.91M 0.01%
243,216
+57,258
368
$5.91M 0.01%
807
+2
369
$5.89M 0.01%
116,659
+23,944
370
$5.83M 0.01%
11,909
+463
371
$5.83M 0.01%
33,693
+668
372
$5.82M 0.01%
47,380
-14,534
373
$5.82M 0.01%
34,618
+1,723
374
$5.78M 0.01%
75,212
-1,750
375
$5.75M 0.01%
128,328
13 14
15
16 17