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
$33.3B
AUM Growth
+$2.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,010
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$130M
3
+$129M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$94.7M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$87.9M

Top Sells

1
+$79.7M
2
+$56.1M
3
+$25.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$19.8M

Sector Composition

1 Technology 4.75%
2 Financials 4.71%
3 Healthcare 1.93%
4 Communication Services 1.71%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.56M 0.02%
58,373
+9,490
277
$5.53M 0.02%
261,455
278
$5.5M 0.02%
49,948
+530
279
$5.47M 0.02%
215,124
280
$5.47M 0.02%
79,420
-2,927
281
$5.38M 0.02%
265,700
+57,000
282
$5.37M 0.02%
199,338
-21,517
283
$5.37M 0.02%
+31,830
284
$5.35M 0.02%
60,796
-1,908
285
$5.3M 0.02%
17,552
+773
286
$5.28M 0.02%
58,352
-9,223
287
$5.24M 0.02%
54,168
+1,976
288
$5.2M 0.02%
96,404
+5,700
289
$5.17M 0.02%
96,458
-293
290
$5.12M 0.02%
300,259
-10,507
291
$5.1M 0.02%
122,668
-15,001
292
$5.08M 0.02%
176,507
+5,889
293
$5.08M 0.02%
158,467
+23,343
294
$5.07M 0.02%
33,507
-4,584
295
$5.01M 0.02%
273,663
+31,315
296
$5M 0.02%
56,971
-1,228
297
$4.99M 0.02%
41,370
+5,264
298
$4.93M 0.01%
42,269
-186
299
$4.91M 0.01%
36,795
+2,733
300
$4.84M 0.01%
101,691
+19,139
10 11
12
13 14