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
451
$4.23M 0.01%
18,547
+1,921
452
$4.2M 0.01%
21,010
+490
453
$4.18M 0.01%
93,627
+12,670
454
$4.17M 0.01%
228,096
-5,000
455
$4.17M 0.01%
26,877
+103
456
$4.14M 0.01%
9,865
+299
457
$4.12M 0.01%
53,068
+2,406
458
$4.12M 0.01%
14,626
+178
459
$4.09M 0.01%
76,236
-2,214
460
$4.08M 0.01%
29,485
+768
461
$4.07M 0.01%
45,654
+4,268
462
$4.06M 0.01%
35,308
+3,366
463
$4.03M 0.01%
18,462
+1,206
464
$4.02M 0.01%
37,575
+4,404
465
$4M 0.01%
7,159
466
$4M 0.01%
848
+81
467
$3.98M 0.01%
32,652
+1,617
468
$3.95M 0.01%
43,509
+13,509
469
$3.95M 0.01%
44,865
-450
470
$3.94M 0.01%
70,667
+280
471
$3.91M 0.01%
106,008
-1,474
472
$3.87M 0.01%
61,470
+558
473
$3.83M 0.01%
98,712
-20,364
474
$3.82M 0.01%
209,058
+1,070
475
$3.81M 0.01%
44,680
-4,648
17 18
19
20 21