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
676
$2.19M ﹤0.01%
59,510
-7,450
677
$2.19M ﹤0.01%
19,820
+678
678
$2.19M ﹤0.01%
15,414
+1,401
679
$2.19M ﹤0.01%
61,593
-4,767
680
$2.18M ﹤0.01%
58,318
+7,854
681
$2.16M ﹤0.01%
67,345
-5,893
682
$2.16M ﹤0.01%
128,924
+22,174
683
$2.15M ﹤0.01%
100,336
+2,602
684
$2.14M ﹤0.01%
35,789
+1,643
685
$2.14M ﹤0.01%
92,051
-9,801
686
$2.14M ﹤0.01%
46,809
-222
687
$2.14M ﹤0.01%
15,002
+3,788
688
$2.14M ﹤0.01%
34,503
+969
689
$2.14M ﹤0.01%
48,085
-2,471
690
$2.13M ﹤0.01%
33,565
+2,851
691
$2.12M ﹤0.01%
7,730
+2,257
692
$2.12M ﹤0.01%
31,215
+1,033
693
$2.12M ﹤0.01%
134,620
-9,094
694
$2.12M ﹤0.01%
97,314
-150
695
$2.11M ﹤0.01%
17,629
+911
696
$2.11M ﹤0.01%
82,408
+11,220
697
$2.11M ﹤0.01%
30,435
+2,358
698
$2.1M ﹤0.01%
34,293
-662
699
$2.1M ﹤0.01%
30,710
-730
700
$2.09M ﹤0.01%
99,863
+850
26 27
28
29 30