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
501
$2.09M 0.01%
6,833
-525
502
$2.07M 0.01%
21,217
+549
503
$2.07M 0.01%
145,401
+34,038
504
$2.07M 0.01%
36,179
-3,223
505
$2.07M 0.01%
243,330
506
$2.06M 0.01%
17,667
+50
507
$2.06M 0.01%
97,234
+261
508
$2.05M 0.01%
53,178
-7,788
509
$2.03M 0.01%
16,532
-5,171
510
$2.02M 0.01%
31,052
511
$2.02M 0.01%
159,104
+8,752
512
$2.01M 0.01%
16,799
+243
513
$2.01M 0.01%
23,031
+5,262
514
$2M 0.01%
14,746
-17,545
515
$1.99M 0.01%
20,797
+512
516
$1.99M 0.01%
52,792
+1,719
517
$1.99M 0.01%
146,466
+14,464
518
$1.99M 0.01%
64,169
519
$1.98M 0.01%
83,404
-1,817
520
$1.97M 0.01%
31,891
+103
521
$1.96M 0.01%
9,221
-147
522
$1.96M 0.01%
88,430
-1,743
523
$1.94M 0.01%
50,266
+373
524
$1.94M 0.01%
6,856
-2,059
525
$1.91M 0.01%
121,427
+2,440
19 20
21
22 23