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
1076
$891K ﹤0.01%
21,348
-2,213
1077
$890K ﹤0.01%
1,584
-45
1078
$888K ﹤0.01%
8,065
-944
1079
$887K ﹤0.01%
13,902
+502
1080
$885K ﹤0.01%
7,060
-125
1081
$885K ﹤0.01%
31,444
1082
$885K ﹤0.01%
24,480
+1,250
1083
$882K ﹤0.01%
8,194
-6
1084
$880K ﹤0.01%
+50,436
1085
$879K ﹤0.01%
18,255
-100
1086
$877K ﹤0.01%
33,392
+2,035
1087
$876K ﹤0.01%
11,923
-1,449
1088
$875K ﹤0.01%
16,178
-220
1089
$875K ﹤0.01%
4,034
-268
1090
$874K ﹤0.01%
69,531
+2,335
1091
$873K ﹤0.01%
1,899
+571
1092
$873K ﹤0.01%
25,566
-46
1093
$872K ﹤0.01%
12,726
+1,984
1094
$871K ﹤0.01%
2,795
+230
1095
$870K ﹤0.01%
11,520
+3,943
1096
$870K ﹤0.01%
17,396
-518
1097
$867K ﹤0.01%
28,772
+1,092
1098
$867K ﹤0.01%
17,490
+3,543
1099
$866K ﹤0.01%
25,145
+474
1100
$860K ﹤0.01%
11,946
-757
42 43
44
45 46