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
826
$1.51M ﹤0.01%
12,039
+571
827
$1.5M ﹤0.01%
12,998
+1,164
828
$1.5M ﹤0.01%
+10,303
829
$1.5M ﹤0.01%
25,601
+8,901
830
$1.5M ﹤0.01%
7,962
+562
831
$1.49M ﹤0.01%
55,510
-2,243
832
$1.49M ﹤0.01%
94,351
-513
833
$1.48M ﹤0.01%
37,885
+6,886
834
$1.48M ﹤0.01%
26,892
+420
835
$1.47M ﹤0.01%
65,851
-8,349
836
$1.47M ﹤0.01%
77,744
-23,168
837
$1.47M ﹤0.01%
16,455
+2,569
838
$1.46M ﹤0.01%
41,435
+135
839
$1.46M ﹤0.01%
33,811
+2,482
840
$1.45M ﹤0.01%
32,938
+11,395
841
$1.45M ﹤0.01%
6,762
+359
842
$1.45M ﹤0.01%
+42,805
843
$1.45M ﹤0.01%
140,488
+43,424
844
$1.45M ﹤0.01%
39,323
-5,882
845
$1.45M ﹤0.01%
22,876
+670
846
$1.44M ﹤0.01%
30,547
+6,340
847
$1.44M ﹤0.01%
5,013
-1,573
848
$1.44M ﹤0.01%
71,917
+6,277
849
$1.43M ﹤0.01%
14,518
+153
850
$1.43M ﹤0.01%
2,337
+138
32 33
34
35 36