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
951
$1.14M ﹤0.01%
9,944
+916
952
$1.13M ﹤0.01%
+2,968
953
$1.13M ﹤0.01%
34,436
+7,436
954
$1.12M ﹤0.01%
13,273
+1,304
955
$1.12M ﹤0.01%
2,704
+49
956
$1.12M ﹤0.01%
16,336
+6,687
957
$1.12M ﹤0.01%
84,892
+1,188
958
$1.12M ﹤0.01%
8,900
-4,199
959
$1.12M ﹤0.01%
8,828
+125
960
$1.11M ﹤0.01%
4,492
+1,470
961
$1.11M ﹤0.01%
12,476
+6,830
962
$1.11M ﹤0.01%
8,198
+23
963
$1.11M ﹤0.01%
+19,118
964
$1.11M ﹤0.01%
21,462
-1,330
965
$1.1M ﹤0.01%
21,484
-632
966
$1.1M ﹤0.01%
29,324
+2,932
967
$1.09M ﹤0.01%
+23,448
968
$1.09M ﹤0.01%
59,277
+5,116
969
$1.09M ﹤0.01%
29,022
970
$1.09M ﹤0.01%
21,374
+11,423
971
$1.09M ﹤0.01%
7,811
+5,112
972
$1.09M ﹤0.01%
18,999
+1,142
973
$1.08M ﹤0.01%
50,478
+1,121
974
$1.08M ﹤0.01%
+12,096
975
$1.08M ﹤0.01%
33,250
37 38
39
40 41