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
626
$2.49M 0.01%
32,183
-887
627
$2.49M 0.01%
151,869
+5,116
628
$2.49M 0.01%
43,646
+1,288
629
$2.47M 0.01%
41,503
-1,313
630
$2.46M 0.01%
71,414
+8,594
631
$2.45M ﹤0.01%
23,384
+8,359
632
$2.45M ﹤0.01%
99,044
+1,219
633
$2.45M ﹤0.01%
40,634
+1,899
634
$2.44M ﹤0.01%
20,070
+1,049
635
$2.44M ﹤0.01%
10,302
-207
636
$2.43M ﹤0.01%
32,577
-2,806
637
$2.42M ﹤0.01%
12,459
+745
638
$2.42M ﹤0.01%
3,774
+4
639
$2.41M ﹤0.01%
17,095
+301
640
$2.41M ﹤0.01%
6,005
+568
641
$2.41M ﹤0.01%
21,561
+3,589
642
$2.4M ﹤0.01%
101,180
+23,737
643
$2.39M ﹤0.01%
1,704
644
$2.39M ﹤0.01%
35,744
-1,405
645
$2.38M ﹤0.01%
22,472
+5,321
646
$2.38M ﹤0.01%
48,381
-4,299
647
$2.35M ﹤0.01%
15,154
+141
648
$2.35M ﹤0.01%
26,804
-834
649
$2.35M ﹤0.01%
22,346
+948
650
$2.35M ﹤0.01%
25,632
-568
24 25
26
27 28