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
476
$2.25M 0.01%
13,630
+6,708
477
$2.25M 0.01%
45,038
+3,690
478
$2.24M 0.01%
4,621
+283
479
$2.24M 0.01%
16,705
-429
480
$2.23M 0.01%
46,805
+35,637
481
$2.21M 0.01%
312,097
-138,000
482
$2.21M 0.01%
104,508
-921
483
$2.2M 0.01%
14,325
-427
484
$2.2M 0.01%
69,284
+800
485
$2.2M 0.01%
68,395
-7,773
486
$2.19M 0.01%
46,807
-843
487
$2.19M 0.01%
1,839
+66
488
$2.18M 0.01%
31,575
-8,635
489
$2.15M 0.01%
44,706
-1,100
490
$2.14M 0.01%
19,252
+1,730
491
$2.13M 0.01%
104,089
-4,900
492
$2.13M 0.01%
62,143
+1,002
493
$2.12M 0.01%
58,997
-7,345
494
$2.11M 0.01%
41,466
+1,271
495
$2.11M 0.01%
5,631
-6,578
496
$2.11M 0.01%
7,561
-2,974
497
$2.11M 0.01%
177,950
+10,752
498
$2.09M 0.01%
27,638
+4,019
499
$2.09M 0.01%
45,052
+5,133
500
$2.09M 0.01%
66,931
-42,487
18 19
20
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