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
2151
$125K ﹤0.01%
11,460
+1,381
2152
$125K ﹤0.01%
7,665
-816
2153
$125K ﹤0.01%
+840
2154
$125K ﹤0.01%
+1,646
2155
$125K ﹤0.01%
28,775
-6,648
2156
$124K ﹤0.01%
+5,465
2157
$124K ﹤0.01%
31
2158
$124K ﹤0.01%
15,174
-847
2159
$122K ﹤0.01%
+10,646
2160
$121K ﹤0.01%
13,349
-653
2161
$121K ﹤0.01%
+60,000
2162
$121K ﹤0.01%
24,631
+1,331
2163
$121K ﹤0.01%
+37,310
2164
$120K ﹤0.01%
+12,000
2165
$119K ﹤0.01%
+11,600
2166
$119K ﹤0.01%
+15,777
2167
$119K ﹤0.01%
+69,914
2168
$118K ﹤0.01%
+33,787
2169
$117K ﹤0.01%
8,399
-1,124
2170
$117K ﹤0.01%
+10,709
2171
$115K ﹤0.01%
+10,166
2172
$113K ﹤0.01%
6,152
+167
2173
$113K ﹤0.01%
+11,025
2174
$113K ﹤0.01%
+1,130
2175
$113K ﹤0.01%
+11,100
85 86
87
88 89