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
2201
$87K ﹤0.01%
18,235
-1,977
2202
$87K ﹤0.01%
4,038
+1,426
2203
$87K ﹤0.01%
14
+2
2204
$86K ﹤0.01%
10,072
2205
$86K ﹤0.01%
+23
2206
$85K ﹤0.01%
+12,617
2207
$84K ﹤0.01%
+20,000
2208
$84K ﹤0.01%
5,020
+20
2209
$84K ﹤0.01%
35,704
+9,308
2210
$82K ﹤0.01%
+3,174
2211
$82K ﹤0.01%
+12,109
2212
$81K ﹤0.01%
24,210
-2,493
2213
$81K ﹤0.01%
6,315
-1,200
2214
$81K ﹤0.01%
+24,960
2215
$80K ﹤0.01%
+10,191
2216
$79K ﹤0.01%
+8,313
2217
$78K ﹤0.01%
11,258
+1
2218
$77K ﹤0.01%
+10,187
2219
$76K ﹤0.01%
+17,990
2220
$75K ﹤0.01%
15,549
2221
$74K ﹤0.01%
+13
2222
$74K ﹤0.01%
+12,956
2223
$73K ﹤0.01%
19,360
2224
$72K ﹤0.01%
11,031
+220
2225
$72K ﹤0.01%
3,417
+84
87 88
89
90 91