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
1826
$270K ﹤0.01%
22,690
-10,000
1827
$270K ﹤0.01%
4,906
+520
1828
$269K ﹤0.01%
5,705
-13,034
1829
$268K ﹤0.01%
+6,451
1830
$268K ﹤0.01%
18,747
+1,457
1831
$267K ﹤0.01%
2,703
+371
1832
$267K ﹤0.01%
6,868
+208
1833
$267K ﹤0.01%
+79,169
1834
$267K ﹤0.01%
3,011
+25
1835
$267K ﹤0.01%
4,386
-10
1836
$265K ﹤0.01%
+17,750
1837
$265K ﹤0.01%
+5,372
1838
$265K ﹤0.01%
+16,029
1839
$265K ﹤0.01%
+16,235
1840
$265K ﹤0.01%
2,400
+12
1841
$264K ﹤0.01%
5,103
-1,182
1842
$264K ﹤0.01%
+2,404
1843
$264K ﹤0.01%
7,892
+1,708
1844
$263K ﹤0.01%
5,457
+211
1845
$263K ﹤0.01%
+10,654
1846
$263K ﹤0.01%
22,476
-28
1847
$263K ﹤0.01%
9,843
1848
$263K ﹤0.01%
+19,288
1849
$262K ﹤0.01%
4,528
-2,602
1850
$262K ﹤0.01%
+15,570
72 73
74
75 76