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
2226
$70K ﹤0.01%
14,312
+1,975
2227
$70K ﹤0.01%
+12,607
2228
$69K ﹤0.01%
+261
2229
$69K ﹤0.01%
10,000
2230
$69K ﹤0.01%
+21,330
2231
$69K ﹤0.01%
2,020
+1,000
2232
$68K ﹤0.01%
+11,548
2233
$67K ﹤0.01%
10,502
2234
$67K ﹤0.01%
11,764
-12,004
2235
$66K ﹤0.01%
15,286
+490
2236
$65K ﹤0.01%
10,030
2237
$65K ﹤0.01%
+581
2238
$65K ﹤0.01%
+12,139
2239
$63K ﹤0.01%
+692
2240
$62K ﹤0.01%
+16,425
2241
$61K ﹤0.01%
15,082
+100
2242
$61K ﹤0.01%
18,200
+961
2243
$61K ﹤0.01%
10,000
2244
$60K ﹤0.01%
393
2245
$59K ﹤0.01%
11,800
2246
$58K ﹤0.01%
16,085
-70,708
2247
$58K ﹤0.01%
2,380
-2,254
2248
$56K ﹤0.01%
13,961
2249
$56K ﹤0.01%
+3,333
2250
$55K ﹤0.01%
13,500
88 89
90
91 92