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
2001
$217K ﹤0.01%
33,605
-3,504
2002
$217K ﹤0.01%
3,519
+154
2003
$217K ﹤0.01%
17,956
2004
$217K ﹤0.01%
3,750
2005
$216K ﹤0.01%
37,917
+22,265
2006
$215K ﹤0.01%
+9,108
2007
$215K ﹤0.01%
+814
2008
$215K ﹤0.01%
+4,830
2009
$215K ﹤0.01%
+2,999
2010
$215K ﹤0.01%
+5,522
2011
$214K ﹤0.01%
+14,458
2012
$214K ﹤0.01%
4,006
2013
$214K ﹤0.01%
+4,061
2014
$214K ﹤0.01%
2,727
-40
2015
$214K ﹤0.01%
2,760
+29
2016
$213K ﹤0.01%
+7,688
2017
$213K ﹤0.01%
+6,965
2018
$212K ﹤0.01%
+4,579
2019
$212K ﹤0.01%
6,638
-3,146
2020
$212K ﹤0.01%
+17,581
2021
$211K ﹤0.01%
12,037
-2,200
2022
$211K ﹤0.01%
+3,451
2023
$209K ﹤0.01%
+2,081
2024
$209K ﹤0.01%
+3,051
2025
$209K ﹤0.01%
+21,000
79 80
81
82 83