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
1026
$972K ﹤0.01%
18,626
+838
1027
$971K ﹤0.01%
14,698
+536
1028
$970K ﹤0.01%
+14,550
1029
$969K ﹤0.01%
6,898
+1,714
1030
$968K ﹤0.01%
6,622
-172
1031
$967K ﹤0.01%
17,241
+2,608
1032
$966K ﹤0.01%
11,643
+544
1033
$964K ﹤0.01%
27,020
+715
1034
$963K ﹤0.01%
11,770
1035
$963K ﹤0.01%
13,443
+2,134
1036
$963K ﹤0.01%
4,371
+767
1037
$962K ﹤0.01%
26,667
-6,606
1038
$960K ﹤0.01%
93,992
-11,490
1039
$951K ﹤0.01%
27,408
+1,267
1040
$949K ﹤0.01%
20,453
-903
1041
$949K ﹤0.01%
17,259
-1,921
1042
$948K ﹤0.01%
19,267
+1,054
1043
$948K ﹤0.01%
12,031
+2,196
1044
$948K ﹤0.01%
20,884
-6,222
1045
$944K ﹤0.01%
17,773
+2,966
1046
$941K ﹤0.01%
7,076
+1,053
1047
$941K ﹤0.01%
4,466
-1,098
1048
$937K ﹤0.01%
+3,754
1049
$935K ﹤0.01%
34,551
+1,968
1050
$934K ﹤0.01%
15,006
+394
40 41
42
43 44