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
1401
$514K ﹤0.01%
+4,803
1402
$512K ﹤0.01%
16,831
+67
1403
$511K ﹤0.01%
3,341
-10,053
1404
$510K ﹤0.01%
5,482
+487
1405
$509K ﹤0.01%
1,921
-81
1406
$508K ﹤0.01%
3,513
+2,093
1407
$507K ﹤0.01%
8,454
+3,511
1408
$506K ﹤0.01%
6,238
+280
1409
$505K ﹤0.01%
22,830
1410
$505K ﹤0.01%
+19,800
1411
$505K ﹤0.01%
7,350
-21
1412
$504K ﹤0.01%
11,288
-173
1413
$504K ﹤0.01%
2,156
-91
1414
$503K ﹤0.01%
1,771
+136
1415
$502K ﹤0.01%
+7,608
1416
$502K ﹤0.01%
15,495
-4
1417
$502K ﹤0.01%
18,016
-612
1418
$502K ﹤0.01%
6,570
-1,045
1419
$502K ﹤0.01%
2,295
-10
1420
$500K ﹤0.01%
5,004
+2,176
1421
$500K ﹤0.01%
11,300
+400
1422
$497K ﹤0.01%
24,147
-11,000
1423
$496K ﹤0.01%
13,935
+1,950
1424
$495K ﹤0.01%
6,621
+405
1425
$494K ﹤0.01%
+207
55 56
57
58 59