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
1676
$344K ﹤0.01%
4,175
-1,971
1677
$343K ﹤0.01%
11,179
+4
1678
$343K ﹤0.01%
2,609
-420
1679
$342K ﹤0.01%
8,326
-4,805
1680
$341K ﹤0.01%
14,872
+5,948
1681
$341K ﹤0.01%
12,552
1682
$340K ﹤0.01%
3,974
+265
1683
$340K ﹤0.01%
1,832
-1,421
1684
$340K ﹤0.01%
2,526
-285
1685
$340K ﹤0.01%
10,780
-1,200
1686
$340K ﹤0.01%
22,475
-288,530
1687
$340K ﹤0.01%
32,552
-6,100
1688
$339K ﹤0.01%
10,183
+9
1689
$339K ﹤0.01%
+634
1690
$339K ﹤0.01%
19,707
-291
1691
$339K ﹤0.01%
54,921
1692
$338K ﹤0.01%
1,501
+107
1693
$338K ﹤0.01%
19,518
-12,509
1694
$335K ﹤0.01%
+845
1695
$335K ﹤0.01%
6,678
+470
1696
$335K ﹤0.01%
4,287
+520
1697
$334K ﹤0.01%
3,665
1698
$334K ﹤0.01%
+11,823
1699
$333K ﹤0.01%
6,841
-89
1700
$333K ﹤0.01%
15,955
-1,950
66 67
68
69 70