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
1276
$610K ﹤0.01%
13,716
-1,200
1277
$609K ﹤0.01%
3,554
+139
1278
$608K ﹤0.01%
22,715
-2,191
1279
$608K ﹤0.01%
14,755
-84,236
1280
$607K ﹤0.01%
10,721
-400
1281
$607K ﹤0.01%
32,126
-548
1282
$606K ﹤0.01%
9,945
1283
$605K ﹤0.01%
15,780
1284
$604K ﹤0.01%
15,902
+3,947
1285
$602K ﹤0.01%
51,747
-651
1286
$602K ﹤0.01%
4,691
+43
1287
$601K ﹤0.01%
10,196
+1,213
1288
$600K ﹤0.01%
13,303
-1,506
1289
$598K ﹤0.01%
6,715
+467
1290
$598K ﹤0.01%
5,838
+321
1291
$598K ﹤0.01%
49,387
1292
$598K ﹤0.01%
58,425
+6,134
1293
$593K ﹤0.01%
13,738
+1,413
1294
$592K ﹤0.01%
+41,127
1295
$591K ﹤0.01%
38,155
+6,972
1296
$591K ﹤0.01%
17,146
+372
1297
$590K ﹤0.01%
+11,253
1298
$590K ﹤0.01%
9,440
+676
1299
$589K ﹤0.01%
25,517
+15,760
1300
$589K ﹤0.01%
16,273
+632
50 51
52
53 54