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
1901
$244K ﹤0.01%
+5,935
1902
$244K ﹤0.01%
4,667
+1
1903
$243K ﹤0.01%
+5,756
1904
$243K ﹤0.01%
984
+25
1905
$243K ﹤0.01%
14,294
+6
1906
$243K ﹤0.01%
5,491
+258
1907
$243K ﹤0.01%
+6,402
1908
$243K ﹤0.01%
8,394
1909
$242K ﹤0.01%
+4,019
1910
$242K ﹤0.01%
3,349
+201
1911
$242K ﹤0.01%
5,105
-100
1912
$242K ﹤0.01%
13,698
+2,843
1913
$241K ﹤0.01%
+12,000
1914
$241K ﹤0.01%
+5,188
1915
$241K ﹤0.01%
2,494
-522
1916
$241K ﹤0.01%
3,546
+21
1917
$240K ﹤0.01%
11,600
-4,896
1918
$240K ﹤0.01%
+17,444
1919
$240K ﹤0.01%
+6,272
1920
$240K ﹤0.01%
+10,528
1921
$239K ﹤0.01%
+4,961
1922
$239K ﹤0.01%
23,187
-1,210
1923
$239K ﹤0.01%
10,537
+85
1924
$239K ﹤0.01%
4,251
-600
1925
$239K ﹤0.01%
31,260
+617
75 76
77
78 79