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
501
$3.54M 0.01%
148,587
-1,152
502
$3.54M 0.01%
61,275
+12,280
503
$3.53M 0.01%
+70,250
504
$3.52M 0.01%
18,062
+1,028
505
$3.52M 0.01%
22,332
-844
506
$3.51M 0.01%
36,366
+17,450
507
$3.51M 0.01%
39,342
+1,397
508
$3.5M 0.01%
58,063
+38
509
$3.49M 0.01%
67,123
+62,656
510
$3.46M 0.01%
204,688
+43,032
511
$3.46M 0.01%
110,834
+3,953
512
$3.45M 0.01%
68,861
513
$3.45M 0.01%
18,980
-497
514
$3.41M 0.01%
118,908
+1,988
515
$3.38M 0.01%
2,061
+2,038
516
$3.38M 0.01%
11,304
+531
517
$3.36M 0.01%
126,371
-8,449
518
$3.35M 0.01%
50,358
-3,102
519
$3.33M 0.01%
71,487
-1,742
520
$3.31M 0.01%
50,000
+1,348
521
$3.31M 0.01%
25,105
-528
522
$3.3M 0.01%
222,702
-100,203
523
$3.3M 0.01%
34,901
-5,275
524
$3.29M 0.01%
25,364
+2,813
525
$3.29M 0.01%
66,082
-1,781
19 20
21
22 23