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
851
$1.43M ﹤0.01%
54,068
852
$1.43M ﹤0.01%
28,402
-688
853
$1.43M ﹤0.01%
72,042
+15,550
854
$1.42M ﹤0.01%
7,741
+369
855
$1.42M ﹤0.01%
81,892
+1,544
856
$1.42M ﹤0.01%
17,125
-49
857
$1.42M ﹤0.01%
28,619
-7,516
858
$1.41M ﹤0.01%
43,355
-2,352
859
$1.41M ﹤0.01%
54,023
+7,238
860
$1.41M ﹤0.01%
24,910
-1,122
861
$1.41M ﹤0.01%
5,272
+1,184
862
$1.41M ﹤0.01%
38,684
+892
863
$1.41M ﹤0.01%
16,144
-174
864
$1.4M ﹤0.01%
27,255
-290
865
$1.4M ﹤0.01%
18,759
+3,265
866
$1.39M ﹤0.01%
+40,140
867
$1.39M ﹤0.01%
61,269
+2,489
868
$1.39M ﹤0.01%
52,869
-5,685
869
$1.38M ﹤0.01%
42,173
870
$1.38M ﹤0.01%
37,607
-490
871
$1.38M ﹤0.01%
28,181
-10,422
872
$1.38M ﹤0.01%
16,035
+61
873
$1.38M ﹤0.01%
139,761
+93,477
874
$1.37M ﹤0.01%
25,726
-1,346
875
$1.37M ﹤0.01%
5,513
+204
33 34
35
36 37