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
426
$2.67M 0.01%
25,969
+5,435
427
$2.64M 0.01%
34,555
-1,155
428
$2.63M 0.01%
17,895
+1,242
429
$2.61M 0.01%
19,507
+3,505
430
$2.61M 0.01%
9,072
-20
431
$2.6M 0.01%
41,343
+3,906
432
$2.59M 0.01%
26,808
-2,360
433
$2.58M 0.01%
16,869
-262
434
$2.58M 0.01%
105,498
-6,490
435
$2.57M 0.01%
13,339
-304
436
$2.57M 0.01%
19,364
+332
437
$2.57M 0.01%
14,743
-750
438
$2.56M 0.01%
112,656
-1,256
439
$2.54M 0.01%
52,813
-90
440
$2.51M 0.01%
12,700
-2,411
441
$2.51M 0.01%
32,629
+1,809
442
$2.5M 0.01%
78,017
+43,251
443
$2.5M 0.01%
218,809
+4,990
444
$2.48M 0.01%
31,694
-9,184
445
$2.48M 0.01%
123,299
+114,899
446
$2.47M 0.01%
186,331
+23,732
447
$2.45M 0.01%
24,596
+554
448
$2.45M 0.01%
30,096
+1,893
449
$2.45M 0.01%
117,916
+39,300
450
$2.44M 0.01%
79,390
-18,171
16 17
18
19 20