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
1626
$367K ﹤0.01%
8,596
+1,339
1627
$366K ﹤0.01%
28,201
-1,423
1628
$366K ﹤0.01%
2,319
-1,222
1629
$365K ﹤0.01%
+5,621
1630
$365K ﹤0.01%
7,981
-693
1631
$364K ﹤0.01%
3,448
+169
1632
$363K ﹤0.01%
5,312
+547
1633
$363K ﹤0.01%
4,530
+256
1634
$363K ﹤0.01%
10,508
+19
1635
$363K ﹤0.01%
2,417
+593
1636
$362K ﹤0.01%
5,154
1637
$362K ﹤0.01%
14,249
1638
$362K ﹤0.01%
6,617
-4,512
1639
$362K ﹤0.01%
6,739
+467
1640
$362K ﹤0.01%
+716
1641
$361K ﹤0.01%
2,911
+465
1642
$361K ﹤0.01%
+16,136
1643
$359K ﹤0.01%
8,275
+3
1644
$359K ﹤0.01%
15,262
+411
1645
$359K ﹤0.01%
+9,320
1646
$359K ﹤0.01%
104
-311
1647
$358K ﹤0.01%
3,678
+65
1648
$358K ﹤0.01%
9,360
+246
1649
$358K ﹤0.01%
+1,758
1650
$357K ﹤0.01%
6,714
-4,453
64 65
66
67 68