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
1451
$478K ﹤0.01%
99
+24
1452
$478K ﹤0.01%
+8,967
1453
$477K ﹤0.01%
24,505
-4,224
1454
$477K ﹤0.01%
24,739
-24,397
1455
$474K ﹤0.01%
21,026
+5,422
1456
$473K ﹤0.01%
+7,088
1457
$473K ﹤0.01%
20,550
1458
$472K ﹤0.01%
12,462
-462
1459
$472K ﹤0.01%
120,365
-49,123
1460
$472K ﹤0.01%
10,657
+1,853
1461
$470K ﹤0.01%
16,849
+385
1462
$467K ﹤0.01%
37,942
+25,500
1463
$466K ﹤0.01%
2,500
1464
$465K ﹤0.01%
18,448
-2,545
1465
$463K ﹤0.01%
116,945
+1,956
1466
$462K ﹤0.01%
12,840
+1,838
1467
$461K ﹤0.01%
3,579
-1,955
1468
$461K ﹤0.01%
7,801
1469
$461K ﹤0.01%
1,016
+442
1470
$461K ﹤0.01%
4,608
-27
1471
$461K ﹤0.01%
5,051
-645
1472
$459K ﹤0.01%
1,484
-116
1473
$457K ﹤0.01%
28,485
+3,954
1474
$456K ﹤0.01%
28,140
-13,146
1475
$455K ﹤0.01%
3,040
+583
57 58
59
60 61