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
2126
$146K ﹤0.01%
+1,088
2127
$146K ﹤0.01%
17,524
+6,735
2128
$145K ﹤0.01%
+757
2129
$145K ﹤0.01%
11,093
2130
$145K ﹤0.01%
+487
2131
$144K ﹤0.01%
12,649
-13,508
2132
$144K ﹤0.01%
11,669
+1,051
2133
$142K ﹤0.01%
15,700
2134
$141K ﹤0.01%
+10,000
2135
$139K ﹤0.01%
+1,000
2136
$137K ﹤0.01%
12,356
2137
$136K ﹤0.01%
16,851
-262
2138
$135K ﹤0.01%
+12,900
2139
$135K ﹤0.01%
5,463
+800
2140
$134K ﹤0.01%
27,033
+160
2141
$134K ﹤0.01%
+757
2142
$133K ﹤0.01%
19,931
+4,129
2143
$132K ﹤0.01%
+28,137
2144
$130K ﹤0.01%
10,000
2145
$130K ﹤0.01%
+9,565
2146
$130K ﹤0.01%
+385
2147
$129K ﹤0.01%
10,966
+678
2148
$128K ﹤0.01%
12,820
2149
$128K ﹤0.01%
+560
2150
– –
0
84 85
86
87 88