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
526
$1.9M 0.01%
10,064
+100
527
$1.9M 0.01%
21,011
+494
528
$1.89M 0.01%
33,912
+1,779
529
$1.89M 0.01%
94,104
+13,329
530
$1.89M 0.01%
23,872
531
$1.89M 0.01%
22,229
-1,513
532
$1.88M 0.01%
33,008
+283
533
$1.88M 0.01%
417,952
+355,577
534
$1.88M 0.01%
5,127
+189
535
$1.87M 0.01%
13,179
-24
536
$1.87M 0.01%
7,065
+116
537
$1.86M 0.01%
54,750
+21,500
538
$1.86M 0.01%
100,950
+29,583
539
$1.86M 0.01%
36,222
-4,112
540
$1.85M 0.01%
61,547
-2,588
541
$1.84M 0.01%
15,455
-27,987
542
$1.83M 0.01%
63,422
-6,320
543
$1.82M 0.01%
72,126
-7,890
544
$1.82M 0.01%
138,602
-2,566
545
$1.81M 0.01%
15,080
+259
546
$1.81M 0.01%
59,736
-4,067
547
$1.81M 0.01%
33,024
-1,640
548
$1.79M 0.01%
68,617
+58,442
549
$1.79M 0.01%
41,162
+6,648
550
$1.78M 0.01%
16,354
-385
20 21
22
23 24