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
376
$3.32M 0.01%
34,909
-342
377
$3.23M 0.01%
12,389
-537
378
$3.22M 0.01%
20,980
-409
379
$3.22M 0.01%
95,951
+2,521
380
$3.22M 0.01%
54,522
-4,689
381
$3.22M 0.01%
55,253
-5,868
382
$3.21M 0.01%
169,231
+1,627
383
$3.21M 0.01%
54,009
-957
384
$3.2M 0.01%
71,965
-17,609
385
$3.2M 0.01%
80,285
-28,666
386
$3.2M 0.01%
464,564
-53,615
387
$3.19M 0.01%
84,640
388
$3.18M 0.01%
38,901
+2,273
389
$3.17M 0.01%
22,770
+3,206
390
$3.09M 0.01%
52,054
-2,346
391
$3.09M 0.01%
27,618
+846
392
$3.06M 0.01%
103,555
-5,259
393
$3.05M 0.01%
38,210
-852
394
$3.04M 0.01%
270,800
+90,500
395
$2.98M 0.01%
65,865
+2,199
396
$2.96M 0.01%
26,818
-844
397
$2.95M 0.01%
845,088
+477,200
398
$2.94M 0.01%
773
-10
399
$2.92M 0.01%
3,879
400
$2.91M 0.01%
12,387
-732
14 15
16
17 18