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
426
$4.61M 0.01%
29,000
+1,627
427
$4.61M 0.01%
393,601
+147,102
428
$4.6M 0.01%
61,556
+1,492
429
$4.6M 0.01%
50,634
+16,961
430
$4.59M 0.01%
78,935
-12,472
431
$4.56M 0.01%
+19,687
432
$4.53M 0.01%
93,822
+10,614
433
$4.51M 0.01%
67,004
+14,034
434
$4.5M 0.01%
84,217
+2,951
435
$4.5M 0.01%
77,324
+877
436
$4.49M 0.01%
138,462
+3,025
437
$4.48M 0.01%
72,745
-6,496
438
$4.47M 0.01%
64,600
+57,642
439
$4.47M 0.01%
52,244
+22,480
440
$4.44M 0.01%
25,293
-1,522
441
$4.4M 0.01%
138,686
-5,128
442
$4.4M 0.01%
61,418
+4,813
443
$4.4M 0.01%
319,948
-25,098
444
$4.37M 0.01%
27,384
-2,531
445
$4.36M 0.01%
26,557
+880
446
$4.31M 0.01%
18,844
+30
447
$4.31M 0.01%
+66,520
448
$4.31M 0.01%
67,259
+7,974
449
$4.3M 0.01%
62,458
+1,839
450
$4.28M 0.01%
35,566
-770
16 17
18
19 20