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
476
$3.81M 0.01%
49,645
+2,743
477
$3.75M 0.01%
17,515
+2,452
478
$3.75M 0.01%
118,089
-1,781
479
$3.73M 0.01%
23,925
-404
480
$3.7M 0.01%
22,843
+10,348
481
$3.7M 0.01%
63,588
+12,596
482
$3.69M 0.01%
36,968
+185
483
$3.69M 0.01%
34,861
+16,104
484
$3.68M 0.01%
42,045
-944
485
$3.68M 0.01%
56,430
+12,920
486
$3.67M 0.01%
19,798
+101
487
$3.67M 0.01%
180,902
+417
488
$3.66M 0.01%
95,810
+29,615
489
$3.65M 0.01%
74,539
+9,717
490
$3.65M 0.01%
81,471
-2,818
491
$3.64M 0.01%
24,264
+4,960
492
$3.64M 0.01%
23,026
+1,559
493
$3.63M 0.01%
237,311
-1,500
494
$3.62M 0.01%
17,955
+515
495
$3.61M 0.01%
93,649
+3
496
$3.6M 0.01%
6,130
+3,645
497
$3.58M 0.01%
+22,133
498
$3.58M 0.01%
+78,454
499
$3.56M 0.01%
93,572
+11,309
500
$3.55M 0.01%
22,340
+11,797
18 19
20
21 22