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
376
$5.71M 0.01%
131,339
+2,605
377
$5.71M 0.01%
38,564
+740
378
$5.7M 0.01%
31,670
+1,348
379
$5.69M 0.01%
9,223
+1,357
380
$5.69M 0.01%
175,906
-24,163
381
$5.67M 0.01%
60,948
+3,598
382
$5.63M 0.01%
60,168
+7,493
383
$5.63M 0.01%
102,553
-4,752
384
$5.62M 0.01%
32,626
+1,816
385
$5.61M 0.01%
55,860
+372
386
$5.58M 0.01%
29,716
+10,673
387
$5.58M 0.01%
37,133
+1,387
388
$5.54M 0.01%
65,628
-1,377
389
$5.52M 0.01%
20,807
-401
390
$5.52M 0.01%
21,296
+501
391
$5.47M 0.01%
36,374
+1,233
392
$5.46M 0.01%
+135,663
393
$5.45M 0.01%
210,823
-51,466
394
$5.44M 0.01%
22,938
+78
395
$5.42M 0.01%
160,350
+6,780
396
$5.4M 0.01%
120,696
+14,327
397
$5.39M 0.01%
109,916
-5,175
398
$5.38M 0.01%
2,311
+54
399
$5.38M 0.01%
47,502
-772
400
$5.38M 0.01%
17,056
+124
14 15
16
17 18