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
1651
$356K ﹤0.01%
2,835
+102
1652
$356K ﹤0.01%
5,145
-3,727
1653
$356K ﹤0.01%
7,395
-166
1654
$354K ﹤0.01%
15,000
1655
$354K ﹤0.01%
12,844
+122
1656
$354K ﹤0.01%
5,982
-282
1657
$354K ﹤0.01%
15,728
-598
1658
$353K ﹤0.01%
29,402
+655
1659
$352K ﹤0.01%
10,771
+652
1660
$352K ﹤0.01%
50,233
+20,000
1661
$352K ﹤0.01%
4,451
+5
1662
$352K ﹤0.01%
9,405
+316
1663
$351K ﹤0.01%
18,685
-223
1664
$351K ﹤0.01%
+35,741
1665
$349K ﹤0.01%
48,885
-9,484
1666
$349K ﹤0.01%
10,328
-1,638
1667
$348K ﹤0.01%
36,183
-3,252
1668
$348K ﹤0.01%
+2,654
1669
$348K ﹤0.01%
15,943
+1,008
1670
$347K ﹤0.01%
+10,424
1671
$346K ﹤0.01%
6,528
+728
1672
$346K ﹤0.01%
6,750
+457
1673
$346K ﹤0.01%
4,958
+1,043
1674
$345K ﹤0.01%
15,952
+350
1675
$345K ﹤0.01%
11,620
-190
65 66
67
68 69