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
2251
$54K ﹤0.01%
+202
2252
$54K ﹤0.01%
16,532
-1,999
2253
$53K ﹤0.01%
1,183
2254
$52K ﹤0.01%
19,078
+5,000
2255
$52K ﹤0.01%
14,066
2256
$52K ﹤0.01%
+15,000
2257
$52K ﹤0.01%
32,675
-7,325
2258
$50K ﹤0.01%
14,653
-30,999
2259
$50K ﹤0.01%
+872
2260
$49K ﹤0.01%
+20,000
2261
$49K ﹤0.01%
935
2262
$48K ﹤0.01%
+100
2263
$48K ﹤0.01%
+13,750
2264
$48K ﹤0.01%
+10,000
2265
$45K ﹤0.01%
+8,980
2266
$43K ﹤0.01%
+13,500
2267
$43K ﹤0.01%
+10,000
2268
$43K ﹤0.01%
17,247
+847
2269
$41K ﹤0.01%
365
+40
2270
$41K ﹤0.01%
+20,000
2271
$40K ﹤0.01%
33,235
2272
$40K ﹤0.01%
17,880
2273
$39K ﹤0.01%
+584
2274
$39K ﹤0.01%
1,090
+166
2275
$39K ﹤0.01%
+1,056
89 90
91
92 93