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
1326
$572K ﹤0.01%
31,983
+484
1327
$571K ﹤0.01%
3,445
-414
1328
$570K ﹤0.01%
162,969
+1,579
1329
$568K ﹤0.01%
9,088
+114
1330
$568K ﹤0.01%
8,451
-8
1331
$568K ﹤0.01%
8,954
+44
1332
$566K ﹤0.01%
3,413
1333
$566K ﹤0.01%
2,172
+446
1334
$564K ﹤0.01%
47,562
-4
1335
$564K ﹤0.01%
10,574
+386
1336
$563K ﹤0.01%
184,074
+170,300
1337
$563K ﹤0.01%
29,720
+1,317
1338
$563K ﹤0.01%
50,076
+473
1339
$562K ﹤0.01%
7,937
+389
1340
$562K ﹤0.01%
11,644
+3,228
1341
$562K ﹤0.01%
2,817
-91
1342
$559K ﹤0.01%
10,923
-442
1343
$559K ﹤0.01%
8,786
-275
1344
$558K ﹤0.01%
26,829
-267
1345
$555K ﹤0.01%
6,309
+2,170
1346
$555K ﹤0.01%
10,465
+743
1347
$554K ﹤0.01%
23,653
+400
1348
$553K ﹤0.01%
11,581
-1,460
1349
$549K ﹤0.01%
16,888
-106
1350
$547K ﹤0.01%
21,415
+14
52 53
54
55 56