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
551
$2.99M 0.01%
30,042
-1,520
552
$2.98M 0.01%
5,508
-2,085
553
$2.98M 0.01%
6,306
+1,401
554
$2.98M 0.01%
169,232
-24,404
555
$2.97M 0.01%
21,937
+405
556
$2.93M 0.01%
33,055
-4,049
557
$2.93M 0.01%
752,165
+651,165
558
$2.93M 0.01%
51,834
-4,136
559
$2.93M 0.01%
76,632
+12,880
560
$2.93M 0.01%
34,715
+990
561
$2.93M 0.01%
30,387
-473
562
$2.92M 0.01%
10,553
+561
563
$2.92M 0.01%
49,006
-16,889
564
$2.92M 0.01%
175,529
+12,133
565
$2.92M 0.01%
21,874
-249
566
$2.92M 0.01%
35,883
+9,491
567
$2.9M 0.01%
22,254
-2,362
568
$2.89M 0.01%
44,501
+332
569
$2.88M 0.01%
28,363
+4,030
570
$2.88M 0.01%
12,262
-3,796
571
$2.87M 0.01%
208,047
+6,141
572
$2.86M 0.01%
91,334
+18,758
573
$2.86M 0.01%
34,964
-12,037
574
$2.86M 0.01%
41,217
+197
575
$2.85M 0.01%
27,280
-1,489
21 22
23
24 25