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
401
$5.37M 0.01%
16,242
+455
402
$5.34M 0.01%
146,670
-12,349
403
$5.33M 0.01%
77,821
+10,831
404
$5.25M 0.01%
60,589
+2,722
405
$5.21M 0.01%
84,979
+24,398
406
$5.2M 0.01%
84,817
+177
407
$5.2M 0.01%
143,506
+8,488
408
$5.19M 0.01%
81,121
-2,906
409
$5.09M 0.01%
32,211
+7,100
410
$5.05M 0.01%
103,520
+1,168
411
$5.04M 0.01%
29,252
+2,459
412
$5.03M 0.01%
139,776
+311
413
$4.95M 0.01%
94,585
+46,357
414
$4.94M 0.01%
28,800
+2,721
415
$4.91M 0.01%
17,533
+1,142
416
$4.86M 0.01%
177,754
+2,749
417
$4.84M 0.01%
25,099
-178
418
$4.83M 0.01%
35,593
+1,957
419
$4.8M 0.01%
18,187
-3,596
420
$4.8M 0.01%
12,846
+333
421
$4.79M 0.01%
3,254
+1,094
422
$4.77M 0.01%
59,347
-1,976
423
$4.72M 0.01%
23,122
+1,288
424
$4.67M 0.01%
66,462
-6,473
425
$4.61M 0.01%
57,662
-919
15 16
17
18 19