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
1151
$794K ﹤0.01%
6,313
-984
1152
$794K ﹤0.01%
1,906
+169
1153
$790K ﹤0.01%
70,937
+27,332
1154
$789K ﹤0.01%
57,775
1155
$787K ﹤0.01%
21,553
-5,053
1156
$786K ﹤0.01%
15,065
+198
1157
$786K ﹤0.01%
21,556
-238
1158
$785K ﹤0.01%
20,073
+1,202
1159
$784K ﹤0.01%
5,912
+308
1160
$783K ﹤0.01%
26,783
-18,018
1161
$783K ﹤0.01%
25,711
-4,838
1162
$782K ﹤0.01%
7,019
+1,838
1163
$781K ﹤0.01%
2,614
+1,701
1164
$778K ﹤0.01%
57,302
+2,755
1165
$778K ﹤0.01%
32,938
+2,554
1166
$772K ﹤0.01%
4,053
+47
1167
$768K ﹤0.01%
16,789
+7,709
1168
$766K ﹤0.01%
74,000
1169
$765K ﹤0.01%
+75,040
1170
$760K ﹤0.01%
22,322
-2,627
1171
$760K ﹤0.01%
3,489
-867
1172
$759K ﹤0.01%
4,115
+482
1173
$758K ﹤0.01%
9,170
-5,207
1174
$753K ﹤0.01%
11,090
+5,391
1175
$751K ﹤0.01%
18,790
-6,296
45 46
47
48 49