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
1576
$394K ﹤0.01%
7,562
-9
1577
$394K ﹤0.01%
85,200
+30,000
1578
$391K ﹤0.01%
8,060
+178
1579
$391K ﹤0.01%
13,413
+62
1580
$391K ﹤0.01%
7,600
+500
1581
$389K ﹤0.01%
8,328
+52
1582
$388K ﹤0.01%
4,945
-521
1583
$388K ﹤0.01%
12,414
1584
$387K ﹤0.01%
6,771
+1,503
1585
$387K ﹤0.01%
5,314
+1,605
1586
$386K ﹤0.01%
7,422
-400
1587
$385K ﹤0.01%
6,691
+844
1588
$385K ﹤0.01%
15,419
-4,478
1589
$385K ﹤0.01%
12,072
-4,091
1590
$384K ﹤0.01%
25,764
+246
1591
$383K ﹤0.01%
+6,858
1592
$383K ﹤0.01%
11,466
+759
1593
$383K ﹤0.01%
5,123
-193
1594
$383K ﹤0.01%
5,549
+143
1595
$383K ﹤0.01%
2,800
+16
1596
$382K ﹤0.01%
2,656
+488
1597
$382K ﹤0.01%
5,159
+80
1598
$381K ﹤0.01%
4,111
+475
1599
$381K ﹤0.01%
21,288
-3,460
1600
$381K ﹤0.01%
9,926
+200
62 63
64
65 66