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
1776
$294K ﹤0.01%
+5,947
1777
$293K ﹤0.01%
1,599
-2,837
1778
$293K ﹤0.01%
+15,985
1779
$292K ﹤0.01%
+14,140
1780
$292K ﹤0.01%
14,318
+1,622
1781
$292K ﹤0.01%
+28,881
1782
$291K ﹤0.01%
+11,865
1783
$291K ﹤0.01%
47,739
-655
1784
$291K ﹤0.01%
2,555
+24
1785
$290K ﹤0.01%
7,271
+1,721
1786
$288K ﹤0.01%
+24,301
1787
$288K ﹤0.01%
14,395
+3,750
1788
$288K ﹤0.01%
+28,651
1789
$287K ﹤0.01%
10,041
+2,125
1790
$287K ﹤0.01%
30,535
+27
1791
$286K ﹤0.01%
53,227
+2,692
1792
$286K ﹤0.01%
3,694
-55
1793
$286K ﹤0.01%
3,872
-902
1794
$285K ﹤0.01%
+6,483
1795
$285K ﹤0.01%
1,377
-66
1796
$285K ﹤0.01%
39,038
+38
1797
$284K ﹤0.01%
18,640
-7,099
1798
$283K ﹤0.01%
1,559
-75
1799
$283K ﹤0.01%
2,124
-17
1800
$282K ﹤0.01%
+2,743
70 71
72
73 74