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
701
$2.08M ﹤0.01%
33,963
-186
702
$2.08M ﹤0.01%
40,010
-17,479
703
$2.08M ﹤0.01%
34,182
+263
704
$2.07M ﹤0.01%
21,784
+1,051
705
$2.07M ﹤0.01%
33,774
+21,187
706
$2.06M ﹤0.01%
62,454
+4,034
707
$2.06M ﹤0.01%
277,845
-104,284
708
$2.05M ﹤0.01%
11,873
-1,687
709
$2.05M ﹤0.01%
57,604
+1,933
710
$2.05M ﹤0.01%
4,146
+86
711
$2.04M ﹤0.01%
8,874
+396
712
$2.03M ﹤0.01%
35,599
+340
713
$2.03M ﹤0.01%
13,363
-4,248
714
$2.02M ﹤0.01%
108,032
-9,432
715
$2.02M ﹤0.01%
144,754
+14,856
716
$2.02M ﹤0.01%
31,534
+3,644
717
$2.01M ﹤0.01%
8,208
+68
718
$2M ﹤0.01%
15,755
+960
719
$2M ﹤0.01%
22,183
+5,747
720
$1.99M ﹤0.01%
39,255
+15,136
721
$1.99M ﹤0.01%
44,179
+8,739
722
$1.98M ﹤0.01%
6,196
+687
723
$1.97M ﹤0.01%
62,592
+3,920
724
$1.97M ﹤0.01%
72,532
-1,828
725
$1.97M ﹤0.01%
170,564
+16,643
27 28
29
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