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
1301
$589K ﹤0.01%
11,344
+1,518
1302
$589K ﹤0.01%
11,896
+17
1303
$589K ﹤0.01%
11,658
+1,371
1304
$588K ﹤0.01%
2,722
-391
1305
$587K ﹤0.01%
5,359
+2,294
1306
$587K ﹤0.01%
11,440
+180
1307
$586K ﹤0.01%
6,100
-356
1308
$586K ﹤0.01%
4,855
+856
1309
$586K ﹤0.01%
+17,522
1310
$584K ﹤0.01%
+6,514
1311
$584K ﹤0.01%
370
-59
1312
$583K ﹤0.01%
5
1313
$583K ﹤0.01%
+2,577
1314
$581K ﹤0.01%
1,883
+100
1315
$581K ﹤0.01%
9,603
-6,277
1316
$581K ﹤0.01%
11,556
-9,819
1317
$580K ﹤0.01%
10,530
+114
1318
$579K ﹤0.01%
3,482
-2,054
1319
$576K ﹤0.01%
7,084
-428
1320
$576K ﹤0.01%
9,016
+16
1321
$575K ﹤0.01%
35,592
+3,484
1322
$574K ﹤0.01%
5,634
-269
1323
$574K ﹤0.01%
16,201
-3,013
1324
$573K ﹤0.01%
19,840
+1,840
1325
$572K ﹤0.01%
10,775
+1,650
51 52
53
54 55