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
1551
$412K ﹤0.01%
5,986
-31
1552
$408K ﹤0.01%
+9,615
1553
$407K ﹤0.01%
+12,781
1554
$407K ﹤0.01%
9,376
-3,873
1555
$406K ﹤0.01%
7,001
+3,123
1556
$405K ﹤0.01%
41,264
-2,065
1557
$405K ﹤0.01%
+12,778
1558
$404K ﹤0.01%
20,900
-1,591
1559
$403K ﹤0.01%
15,631
-14,122
1560
$403K ﹤0.01%
3,242
+500
1561
$402K ﹤0.01%
4,427
+156
1562
$401K ﹤0.01%
13,702
+2,619
1563
$401K ﹤0.01%
3,587
-607
1564
$401K ﹤0.01%
7,223
-822
1565
$400K ﹤0.01%
+12,432
1566
$400K ﹤0.01%
4,652
+455
1567
$399K ﹤0.01%
14,005
1568
$398K ﹤0.01%
+4,881
1569
$397K ﹤0.01%
9,524
+1,088
1570
$396K ﹤0.01%
4,033
+1,025
1571
$396K ﹤0.01%
10,000
-10
1572
$396K ﹤0.01%
18,510
1573
$395K ﹤0.01%
16,722
-35,180
1574
$395K ﹤0.01%
12,426
-157
1575
$394K ﹤0.01%
42,327
-3,934
61 62
63
64 65