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
2176
$112K ﹤0.01%
+10,663
2177
$112K ﹤0.01%
+10,470
2178
$112K ﹤0.01%
+11,040
2179
$110K ﹤0.01%
13,107
-5,035
2180
$110K ﹤0.01%
12,920
-267
2181
$108K ﹤0.01%
3,682
+211
2182
$105K ﹤0.01%
+10,000
2183
$105K ﹤0.01%
+13,696
2184
$104K ﹤0.01%
+10,320
2185
$103K ﹤0.01%
+48,666
2186
$103K ﹤0.01%
+10,220
2187
$103K ﹤0.01%
+10,100
2188
$101K ﹤0.01%
10,726
+113
2189
$100K ﹤0.01%
186
-8
2190
$100K ﹤0.01%
+10,504
2191
$99K ﹤0.01%
10,935
2192
$98K ﹤0.01%
22,404
2193
$96K ﹤0.01%
+4,001
2194
$96K ﹤0.01%
+28,484
2195
$95K ﹤0.01%
+663
2196
$93K ﹤0.01%
2,467
+28
2197
$91K ﹤0.01%
27,501
+10,500
2198
$91K ﹤0.01%
319
+160
2199
$90K ﹤0.01%
+13,379
2200
$90K ﹤0.01%
21,400
86 87
88
89 90