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
1951
$229K ﹤0.01%
2,955
-30
1952
$229K ﹤0.01%
+379
1953
$229K ﹤0.01%
3,885
-255
1954
$229K ﹤0.01%
2,084
+74
1955
$229K ﹤0.01%
18,840
1956
$227K ﹤0.01%
+1,523
1957
$227K ﹤0.01%
6,300
+100
1958
$227K ﹤0.01%
+22,524
1959
$227K ﹤0.01%
+6,436
1960
$227K ﹤0.01%
33,330
-5,338
1961
$227K ﹤0.01%
+8,239
1962
$226K ﹤0.01%
21,050
-24,758
1963
$226K ﹤0.01%
+7,763
1964
$225K ﹤0.01%
17,066
1965
$225K ﹤0.01%
4,048
-453
1966
$225K ﹤0.01%
1,880
-522
1967
$224K ﹤0.01%
2,172
+2
1968
$224K ﹤0.01%
+6,375
1969
$224K ﹤0.01%
12,872
-2,762
1970
$223K ﹤0.01%
5,264
1971
$223K ﹤0.01%
1,919
1972
$223K ﹤0.01%
1,962
+30
1973
$223K ﹤0.01%
+2,028
1974
$223K ﹤0.01%
76,549
+2,142
1975
$223K ﹤0.01%
16,222
+1,667
77 78
79
80 81