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
1876
$253K ﹤0.01%
665
+17
1877
$251K ﹤0.01%
7,351
+308
1878
$251K ﹤0.01%
+2,189
1879
$251K ﹤0.01%
+1,857
1880
$251K ﹤0.01%
17,021
-1,200
1881
$250K ﹤0.01%
14,860
+2,643
1882
$250K ﹤0.01%
1,522
+254
1883
$250K ﹤0.01%
+27
1884
$250K ﹤0.01%
13,533
1885
$249K ﹤0.01%
+766
1886
$249K ﹤0.01%
12,843
+1,416
1887
$248K ﹤0.01%
2,675
+1
1888
$247K ﹤0.01%
+3,063
1889
$247K ﹤0.01%
2,499
+156
1890
$247K ﹤0.01%
+58,819
1891
$247K ﹤0.01%
2,032
-69
1892
$247K ﹤0.01%
+1,476
1893
$246K ﹤0.01%
4,820
1894
$246K ﹤0.01%
5,340
-30
1895
$246K ﹤0.01%
+4,342
1896
$245K ﹤0.01%
1,491
-233
1897
$245K ﹤0.01%
1,856
-3,931
1898
$245K ﹤0.01%
+5,914
1899
$245K ﹤0.01%
12,315
+258
1900
$244K ﹤0.01%
1,326
+251
74 75
76
77 78