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
1126
$829K ﹤0.01%
20,997
+388
1127
$827K ﹤0.01%
11,997
-534
1128
$827K ﹤0.01%
10,060
+3,330
1129
$824K ﹤0.01%
1,696
+109
1130
$824K ﹤0.01%
12,951
1131
$822K ﹤0.01%
18,015
-6,590
1132
$821K ﹤0.01%
+26,269
1133
$820K ﹤0.01%
82,891
-6,943
1134
$816K ﹤0.01%
+28,320
1135
$815K ﹤0.01%
20,313
-74
1136
$814K ﹤0.01%
3,527
+90
1137
$812K ﹤0.01%
32,932
+7,979
1138
$808K ﹤0.01%
25,000
+10,000
1139
$806K ﹤0.01%
26,317
-6,979
1140
$805K ﹤0.01%
8,384
+124
1141
$805K ﹤0.01%
+29,864
1142
$804K ﹤0.01%
4,554
-549
1143
$802K ﹤0.01%
18,389
+12,084
1144
$801K ﹤0.01%
17,484
1145
$799K ﹤0.01%
43,765
+8,806
1146
$798K ﹤0.01%
32,208
+203
1147
$798K ﹤0.01%
36,627
-10,972
1148
$796K ﹤0.01%
1,640
+271
1149
$795K ﹤0.01%
6,576
+1,206
1150
$795K ﹤0.01%
7,310
-293
44 45
46
47 48