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
1526
$422K ﹤0.01%
+4,349
1527
$422K ﹤0.01%
4,336
-102
1528
$422K ﹤0.01%
40,248
+10,512
1529
$422K ﹤0.01%
18,116
+3,161
1530
$421K ﹤0.01%
98,040
+55,258
1531
$421K ﹤0.01%
6,760
-346
1532
$421K ﹤0.01%
+5,743
1533
$420K ﹤0.01%
4,396
+316
1534
$419K ﹤0.01%
44,256
-800
1535
$419K ﹤0.01%
35,010
1536
$419K ﹤0.01%
5,459
+744
1537
$418K ﹤0.01%
22,297
+2,344
1538
$418K ﹤0.01%
35,061
+4,770
1539
$417K ﹤0.01%
4,907
+662
1540
$417K ﹤0.01%
22,462
+1,708
1541
$416K ﹤0.01%
4,384
+1,041
1542
$416K ﹤0.01%
+14,510
1543
$416K ﹤0.01%
+24,785
1544
$415K ﹤0.01%
6,493
+2,390
1545
$415K ﹤0.01%
16,074
+2,404
1546
$415K ﹤0.01%
5,974
-3,336
1547
$414K ﹤0.01%
14,845
+2,013
1548
$414K ﹤0.01%
+8,727
1549
$413K ﹤0.01%
5,935
-500
1550
$413K ﹤0.01%
17,334
+2,920
60 61
62
63 64