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
751
$1.89M ﹤0.01%
219,521
+136,657
752
$1.87M ﹤0.01%
45,237
+1,009
753
$1.86M ﹤0.01%
20,239
-1,316
754
$1.86M ﹤0.01%
19,457
+1,632
755
$1.85M ﹤0.01%
13,110
+1,011
756
$1.85M ﹤0.01%
51,608
+2,280
757
$1.85M ﹤0.01%
+83,350
758
$1.84M ﹤0.01%
88,857
+4,247
759
$1.83M ﹤0.01%
63,508
-2,997
760
$1.82M ﹤0.01%
35,634
+10,219
761
$1.81M ﹤0.01%
101,013
-12,794
762
$1.81M ﹤0.01%
55,886
-6,068
763
$1.8M ﹤0.01%
39,986
-60,321
764
$1.8M ﹤0.01%
19,306
+16,797
765
$1.8M ﹤0.01%
119,938
-7,486
766
$1.8M ﹤0.01%
23,379
+901
767
$1.78M ﹤0.01%
+86,845
768
$1.78M ﹤0.01%
21,369
-5,439
769
$1.78M ﹤0.01%
133,124
-13,680
770
$1.76M ﹤0.01%
2,956
-1,158
771
$1.76M ﹤0.01%
72,216
772
$1.75M ﹤0.01%
46,142
+5,366
773
$1.73M ﹤0.01%
44,726
+7,024
774
$1.73M ﹤0.01%
24,576
+9,564
775
$1.72M ﹤0.01%
27,284
+3,815
29 30
31
32 33