Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
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
51
$109M 0.22%
3,290,951
-390,635
52
$107M 0.22%
1,041,520
+4,080
53
$107M 0.22%
2,258,578
-2,296
54
$106M 0.21%
573,581
+15,828
55
$98.9M 0.2%
1,876,928
+255,842
56
$98M 0.2%
596,223
+12,548
57
$95.1M 0.19%
311,460
+5,889
58
$95M 0.19%
918,000
+25,300
59
$92.3M 0.19%
850,281
-21,661
60
$92.1M 0.19%
605,221
+11,019
61
$87.9M 0.18%
1,348,544
-6,772
62
$81M 0.16%
6,071,440
+16,520
63
$79M 0.16%
205
-1
64
$79M 0.16%
1,234,569
+788
65
$76.3M 0.15%
1,721,117
-2,071
66
$72.8M 0.15%
539,559
-36,467
67
$70.6M 0.14%
333,228
+9,270
68
$70M 0.14%
476,100
+11,498
69
$68.9M 0.14%
368,718
-3,519
70
$67.5M 0.14%
1,208,311
-8,196
71
$65.7M 0.13%
643,913
+4,188
72
$64.2M 0.13%
1,119,910
+61,236
73
$59.9M 0.12%
235,074
+13,977
74
$58.1M 0.12%
1,501,287
-56,629
75
$58M 0.12%
1,470,668
-12,390
1 2
3
4 5