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
976
$1.08M ﹤0.01%
35,500
+6,615
977
$1.07M ﹤0.01%
10,918
-1,441
978
$1.07M ﹤0.01%
21,965
-3,076
979
$1.06M ﹤0.01%
28,995
+254
980
$1.06M ﹤0.01%
22,111
-574
981
$1.06M ﹤0.01%
7,863
+325
982
$1.06M ﹤0.01%
19,721
+10,148
983
$1.06M ﹤0.01%
47,795
-1,782
984
$1.06M ﹤0.01%
75,836
+53,148
985
$1.05M ﹤0.01%
13,377
-348
986
$1.05M ﹤0.01%
51,785
987
$1.05M ﹤0.01%
3,100
+214
988
$1.05M ﹤0.01%
26,378
+2,007
989
$1.05M ﹤0.01%
3,729
+225
990
$1.05M ﹤0.01%
5,434
+3,374
991
$1.05M ﹤0.01%
23,697
+659
992
$1.05M ﹤0.01%
+7,088
993
$1.05M ﹤0.01%
27,497
-200
994
$1.05M ﹤0.01%
15,662
+169
995
$1.04M ﹤0.01%
35,347
+333
996
$1.04M ﹤0.01%
11,389
+1,271
997
$1.04M ﹤0.01%
25,570
+1,976
998
$1.04M ﹤0.01%
30,926
-3,245
999
$1.03M ﹤0.01%
892
+133
1000
$1.03M ﹤0.01%
27,948
-399
38 39
40
41 42