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
776
$1.72M ﹤0.01%
18,037
-3,831
777
$1.72M ﹤0.01%
8,765
-2,216
778
$1.72M ﹤0.01%
193,216
+10,000
779
$1.72M ﹤0.01%
4,973
-78
780
$1.72M ﹤0.01%
18,066
+801
781
$1.71M ﹤0.01%
99,078
-88,312
782
$1.7M ﹤0.01%
35,894
+1,400
783
$1.7M ﹤0.01%
28,870
-1,314
784
$1.69M ﹤0.01%
43,910
+1,347
785
$1.69M ﹤0.01%
20,605
+9,219
786
$1.68M ﹤0.01%
64,044
+6,017
787
$1.67M ﹤0.01%
62,711
+11,606
788
$1.67M ﹤0.01%
5,746
+532
789
$1.67M ﹤0.01%
15,322
-8,721
790
$1.67M ﹤0.01%
4,136
+771
791
$1.67M ﹤0.01%
7,239
+1,945
792
$1.66M ﹤0.01%
25,381
+344
793
$1.66M ﹤0.01%
19,833
-37
794
$1.66M ﹤0.01%
4,936
+255
795
$1.66M ﹤0.01%
29,664
+362
796
$1.65M ﹤0.01%
45,135
-2,448
797
$1.65M ﹤0.01%
9,010
-188
798
$1.64M ﹤0.01%
7,461
-37
799
$1.63M ﹤0.01%
2,403
-73
800
$1.63M ﹤0.01%
12,304
-1,034
30 31
32
33 34