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
801
$1.63M ﹤0.01%
178,760
+23,011
802
$1.63M ﹤0.01%
13,352
+1,502
803
$1.62M ﹤0.01%
33,975
+255
804
$1.62M ﹤0.01%
63,928
-3,870
805
$1.61M ﹤0.01%
34,508
+5,884
806
$1.61M ﹤0.01%
21,219
-198
807
$1.6M ﹤0.01%
27,739
+1,015
808
$1.6M ﹤0.01%
29,214
+9,448
809
$1.6M ﹤0.01%
19,600
+3,782
810
$1.6M ﹤0.01%
11,400
-78
811
$1.59M ﹤0.01%
68,480
+22
812
$1.59M ﹤0.01%
41,701
+7,038
813
$1.59M ﹤0.01%
26,759
-14
814
$1.59M ﹤0.01%
12,827
-95
815
$1.58M ﹤0.01%
4,309
+562
816
$1.58M ﹤0.01%
85,902
+10,037
817
$1.57M ﹤0.01%
31,135
+2,440
818
$1.57M ﹤0.01%
69,062
+1,000
819
$1.56M ﹤0.01%
10,581
+2,731
820
$1.56M ﹤0.01%
33,444
+4,490
821
$1.54M ﹤0.01%
12,941
+1,515
822
$1.54M ﹤0.01%
20,673
-2,499
823
$1.52M ﹤0.01%
11,307
-6,080
824
$1.51M ﹤0.01%
33,067
-4,584
825
$1.51M ﹤0.01%
16,413
-1,326
31 32
33
34 35