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
1176
$750K ﹤0.01%
26,962
+1,310
1177
$749K ﹤0.01%
20,229
+1,200
1178
$748K ﹤0.01%
19,522
+285
1179
$747K ﹤0.01%
13,863
-1,049
1180
$747K ﹤0.01%
5,635
+9
1181
$746K ﹤0.01%
15,190
+508
1182
$741K ﹤0.01%
+6,058
1183
$741K ﹤0.01%
81,440
-5,134
1184
$740K ﹤0.01%
4,387
+286
1185
$740K ﹤0.01%
24,132
+1,003
1186
$739K ﹤0.01%
46,481
+25,494
1187
$734K ﹤0.01%
5,088
+36
1188
$733K ﹤0.01%
15,695
+366
1189
$733K ﹤0.01%
59,685
-20,065
1190
$730K ﹤0.01%
55,077
+1,047
1191
$729K ﹤0.01%
2,516
+171
1192
$728K ﹤0.01%
7,257
+4,802
1193
$727K ﹤0.01%
6,990
+580
1194
$722K ﹤0.01%
14,758
+2,224
1195
$721K ﹤0.01%
8,174
1196
$719K ﹤0.01%
12,759
+85
1197
$717K ﹤0.01%
22,948
+5,374
1198
$716K ﹤0.01%
2,339
+525
1199
$715K ﹤0.01%
17,035
+5,634
1200
$713K ﹤0.01%
7,696
-140
46 47
48
49 50