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
2026
$208K ﹤0.01%
+1,794
2027
$208K ﹤0.01%
+24,800
2028
$207K ﹤0.01%
6,554
+2,125
2029
$207K ﹤0.01%
+6,439
2030
$207K ﹤0.01%
+2,929
2031
$207K ﹤0.01%
20,135
2032
$207K ﹤0.01%
15,418
2033
$207K ﹤0.01%
15
2034
$206K ﹤0.01%
+7,923
2035
$206K ﹤0.01%
+4,946
2036
$206K ﹤0.01%
+1,229
2037
$206K ﹤0.01%
+1,995
2038
$206K ﹤0.01%
+1,240
2039
$205K ﹤0.01%
12,137
+982
2040
$205K ﹤0.01%
+8,556
2041
$205K ﹤0.01%
+7,926
2042
$205K ﹤0.01%
+100,000
2043
$204K ﹤0.01%
+2,607
2044
$204K ﹤0.01%
13,469
+169
2045
$204K ﹤0.01%
+6,578
2046
$204K ﹤0.01%
14,303
2047
$203K ﹤0.01%
+4,139
2048
$203K ﹤0.01%
19,850
2049
$203K ﹤0.01%
+8,960
2050
$203K ﹤0.01%
+4,734
80 81
82
83 84