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
926
$1.21M ﹤0.01%
91,273
+13
927
$1.21M ﹤0.01%
18,087
-592
928
$1.21M ﹤0.01%
12,623
+3,459
929
$1.21M ﹤0.01%
11,213
+216
930
$1.2M ﹤0.01%
9,884
+5,618
931
$1.2M ﹤0.01%
4,472
+1,215
932
$1.2M ﹤0.01%
27,579
933
$1.2M ﹤0.01%
+21,805
934
$1.2M ﹤0.01%
7,837
-934
935
$1.19M ﹤0.01%
36,021
+4,693
936
$1.19M ﹤0.01%
23,992
+2,388
937
$1.18M ﹤0.01%
35,104
+4,343
938
$1.17M ﹤0.01%
22,490
+3,213
939
$1.17M ﹤0.01%
67,613
-74,396
940
$1.17M ﹤0.01%
30,781
+372
941
$1.16M ﹤0.01%
57,363
+29,204
942
$1.16M ﹤0.01%
9,038
+214
943
$1.15M ﹤0.01%
52,707
+15,817
944
$1.15M ﹤0.01%
21,634
+9,653
945
$1.15M ﹤0.01%
25,728
+2,539
946
$1.15M ﹤0.01%
1,005
+149
947
$1.15M ﹤0.01%
13,113
+189
948
$1.14M ﹤0.01%
15,504
+5,630
949
$1.14M ﹤0.01%
+7,967
950
$1.14M ﹤0.01%
4,198
+1,094
36 37
38
39 40