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
351
$3.72M 0.01%
18,062
-444
352
$3.71M 0.01%
23,827
-3,356
353
$3.7M 0.01%
28,748
+2,261
354
$3.68M 0.01%
121,650
+92
355
$3.67M 0.01%
61,550
-13,204
356
$3.67M 0.01%
438,382
+400,553
357
$3.66M 0.01%
77,973
-531
358
$3.66M 0.01%
64,668
+13,458
359
$3.65M 0.01%
125,944
-5,557
360
$3.62M 0.01%
93,610
-497
361
$3.61M 0.01%
11,191
-3,811
362
$3.57M 0.01%
78,172
+30
363
$3.54M 0.01%
310,122
-4,589
364
$3.49M 0.01%
95,402
-6,722
365
$3.46M 0.01%
40,760
+1,504
366
$3.45M 0.01%
75,295
-9,199
367
$3.44M 0.01%
19,326
+7,921
368
$3.44M 0.01%
41,051
-2,395
369
$3.42M 0.01%
36,107
-953
370
$3.39M 0.01%
70,689
+14,252
371
$3.39M 0.01%
14,635
+413
372
$3.35M 0.01%
27,695
-840
373
$3.35M 0.01%
124,008
-4,035
374
$3.34M 0.01%
99,006
+998
375
$3.34M 0.01%
50,651
-1,163
13 14
15
16 17