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
551
$1.77M 0.01%
58,782
-1,578
552
$1.77M 0.01%
11,484
-134
553
$1.77M 0.01%
664,094
+2,000
554
$1.76M 0.01%
541,447
-95,010
555
$1.76M 0.01%
185,444
+2,808
556
$1.76M 0.01%
27,173
+3,256
557
$1.75M 0.01%
5,899
-74
558
$1.74M 0.01%
23,069
+15,010
559
$1.74M 0.01%
109,969
-4,133
560
$1.74M 0.01%
41,390
-550
561
$1.73M 0.01%
54,141
562
$1.71M 0.01%
14,994
563
$1.71M 0.01%
15,902
-174
564
$1.71M 0.01%
21,095
+3,334
565
$1.7M 0.01%
40,247
+12,523
566
$1.7M 0.01%
12,706
-5,163
567
$1.68M 0.01%
114,804
-11,836
568
$1.67M 0.01%
92,254
-946
569
$1.67M 0.01%
20,382
-417
570
$1.67M 0.01%
10,712
+1,447
571
$1.67M 0.01%
19,578
-644
572
$1.66M 0.01%
89,185
+6,999
573
$1.66M 0.01%
72,000
-8,500
574
$1.65M 0.01%
82,218
+17,598
575
$1.65M 0.01%
18,411
+1,105
21 22
23
24 25