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
576
$2.84M 0.01%
42,853
+16,947
577
$2.83M 0.01%
164,376
+4,077
578
$2.83M 0.01%
46,594
+7,748
579
$2.83M 0.01%
20,626
-1,127
580
$2.82M 0.01%
82,031
581
$2.82M 0.01%
73,042
+7,888
582
$2.82M 0.01%
110,610
+2,565
583
$2.81M 0.01%
56,915
-1,973
584
$2.81M 0.01%
22,100
+816
585
$2.8M 0.01%
135,000
+5,000
586
$2.77M 0.01%
81,585
-2,406
587
$2.77M 0.01%
46,544
+13,441
588
$2.76M 0.01%
30,845
-16,348
589
$2.76M 0.01%
34,000
590
$2.75M 0.01%
31,013
+9,324
591
$2.75M 0.01%
37,857
+267
592
$2.73M 0.01%
24,745
-126
593
$2.73M 0.01%
27,645
+1,532
594
$2.73M 0.01%
21,153
-980
595
$2.71M 0.01%
17,728
+1,445
596
$2.71M 0.01%
105,546
-9,206
597
$2.71M 0.01%
145,715
-22,742
598
$2.7M 0.01%
67,586
-1,816
599
$2.7M 0.01%
39,800
+26,410
600
$2.7M 0.01%
19,947
+745
22 23
24
25 26