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
1426
$494K ﹤0.01%
20,518
1427
$493K ﹤0.01%
+10,962
1428
$493K ﹤0.01%
+19,390
1429
$493K ﹤0.01%
10,147
+1,439
1430
$492K ﹤0.01%
64,093
+2,932
1431
$492K ﹤0.01%
2,823
+68
1432
$490K ﹤0.01%
6,756
1433
$490K ﹤0.01%
39,523
+1,197
1434
$489K ﹤0.01%
7,426
+4,023
1435
$489K ﹤0.01%
+27,012
1436
$488K ﹤0.01%
5,199
-52
1437
$488K ﹤0.01%
43,874
+21,894
1438
$487K ﹤0.01%
12,370
-798
1439
$487K ﹤0.01%
5,352
+248
1440
$486K ﹤0.01%
11,898
+1
1441
$486K ﹤0.01%
16,382
-55,247
1442
$486K ﹤0.01%
14,330
-2,500
1443
$485K ﹤0.01%
9,769
-497
1444
$484K ﹤0.01%
7,426
+16
1445
$483K ﹤0.01%
6,569
+1,151
1446
$483K ﹤0.01%
4,203
-59
1447
$482K ﹤0.01%
3,726
-555
1448
$482K ﹤0.01%
+7,669
1449
$479K ﹤0.01%
+109,533
1450
$479K ﹤0.01%
3,687
-8
56 57
58
59 60