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
301
$4.82M 0.01%
79,025
-1,095
302
$4.77M 0.01%
29,862
-393
303
$4.74M 0.01%
283,150
+45,200
304
$4.72M 0.01%
133,019
-509
305
$4.71M 0.01%
87,621
-106,994
306
$4.67M 0.01%
78,488
-4,292
307
$4.66M 0.01%
22,591
+5,510
308
$4.62M 0.01%
208,180
+1,443
309
$4.62M 0.01%
32,032
-315
310
$4.57M 0.01%
54,644
+2,922
311
$4.55M 0.01%
40,756
-5,791
312
$4.53M 0.01%
28,777
+1,369
313
$4.48M 0.01%
23,043
+2,106
314
$4.48M 0.01%
153,195
+4,125
315
$4.47M 0.01%
17,049
+1,041
316
$4.45M 0.01%
186,439
+248
317
$4.43M 0.01%
26,305
+1,000
318
$4.43M 0.01%
76,821
-1,380
319
$4.35M 0.01%
45,917
+3,827
320
$4.33M 0.01%
133,103
+2,235
321
$4.33M 0.01%
28,584
-1,158
322
$4.32M 0.01%
22,783
-218
323
$4.3M 0.01%
21,207
-1,156
324
$4.29M 0.01%
46,547
+408
325
$4.26M 0.01%
312,925
-5,425
11 12
13
14 15