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
1476
$454K ﹤0.01%
1,556
+287
1477
$453K ﹤0.01%
29,316
+1,231
1478
$452K ﹤0.01%
20,690
-1,657
1479
$451K ﹤0.01%
16,448
-11,584
1480
$451K ﹤0.01%
4,167
-233
1481
$450K ﹤0.01%
5,680
-32
1482
$450K ﹤0.01%
10,571
+3,173
1483
$450K ﹤0.01%
10,346
-5,336
1484
$450K ﹤0.01%
13,755
+2,019
1485
$450K ﹤0.01%
+11,568
1486
$448K ﹤0.01%
14,201
-136
1487
$448K ﹤0.01%
6,806
+525
1488
$448K ﹤0.01%
2,126
+323
1489
$448K ﹤0.01%
11,230
-2,760
1490
$447K ﹤0.01%
17,740
-2,760
1491
$447K ﹤0.01%
46,901
+28,595
1492
$447K ﹤0.01%
10,185
1493
$446K ﹤0.01%
11,695
+1,234
1494
$446K ﹤0.01%
22,425
-16
1495
$446K ﹤0.01%
11,844
+2,292
1496
$445K ﹤0.01%
16,986
-8,521
1497
$443K ﹤0.01%
5,853
+5
1498
$443K ﹤0.01%
+829
1499
$443K ﹤0.01%
11,709
-1,412
1500
$443K ﹤0.01%
27,567
+5,332
58 59
60
61 62