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
1851
$262K ﹤0.01%
+2,958
1852
$262K ﹤0.01%
12,646
+500
1853
$261K ﹤0.01%
29,476
+3,110
1854
$261K ﹤0.01%
15,365
+1,410
1855
$261K ﹤0.01%
+33,187
1856
$261K ﹤0.01%
+25,836
1857
$260K ﹤0.01%
5,690
-1,183
1858
$260K ﹤0.01%
990
+99
1859
$260K ﹤0.01%
1,622
-34
1860
$260K ﹤0.01%
9,250
+595
1861
$260K ﹤0.01%
4,402
+1,066
1862
$259K ﹤0.01%
4,230
+180
1863
$259K ﹤0.01%
+10,955
1864
$257K ﹤0.01%
+25,462
1865
$257K ﹤0.01%
13,784
-500
1866
$256K ﹤0.01%
14,131
-2,071
1867
$255K ﹤0.01%
4,655
+187
1868
$255K ﹤0.01%
5,013
+438
1869
$255K ﹤0.01%
2,855
+84
1870
$255K ﹤0.01%
+9,136
1871
$255K ﹤0.01%
10,609
-11,257
1872
$254K ﹤0.01%
20,805
-2,001
1873
$254K ﹤0.01%
+8,028
1874
$254K ﹤0.01%
46,000
1875
$253K ﹤0.01%
+3,237
73 74
75
76 77