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
526
$3.29M 0.01%
25,717
+112
527
$3.28M 0.01%
88,898
-32,541
528
$3.25M 0.01%
34,657
529
$3.25M 0.01%
22,670
-739
530
$3.25M 0.01%
44,997
+3,347
531
$3.25M 0.01%
71,304
-4,394
532
$3.23M 0.01%
23,005
+906
533
$3.21M 0.01%
35,261
+684
534
$3.21M 0.01%
10,061
-893
535
$3.18M 0.01%
40,845
+4,194
536
$3.17M 0.01%
15,712
+2,783
537
$3.15M 0.01%
214,419
+199
538
$3.13M 0.01%
17,567
+2,593
539
$3.12M 0.01%
115,881
+101,836
540
$3.12M 0.01%
15,391
-6,571
541
$3.11M 0.01%
97,652
-12,578
542
$3.09M 0.01%
35,044
-22
543
$3.06M 0.01%
16,816
-6,885
544
$3.05M 0.01%
24,827
+74
545
$3.05M 0.01%
21,115
-152
546
$3.05M 0.01%
61,307
+4,003
547
$3.04M 0.01%
80,785
+1,475
548
$3.01M 0.01%
35,630
+1,942
549
$3M 0.01%
10,171
+1,929
550
$3M 0.01%
9,774
+1,697
20 21
22
23 24