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
626
$1.48M ﹤0.01%
+14,312
627
$1.48M ﹤0.01%
73,021
-5,355
628
$1.47M ﹤0.01%
9,992
-1,649
629
$1.47M ﹤0.01%
66,650
-30,084
630
$1.47M ﹤0.01%
11,572
+272
631
$1.47M ﹤0.01%
24,452
+1,366
632
$1.46M ﹤0.01%
125,710
+510
633
$1.46M ﹤0.01%
28,881
-1,235
634
$1.45M ﹤0.01%
1,299
635
$1.45M ﹤0.01%
20,451
-5,167
636
$1.44M ﹤0.01%
22,190
-519
637
$1.44M ﹤0.01%
19,315
-591
638
$1.44M ﹤0.01%
7,513
-1,562
639
$1.44M ﹤0.01%
38,734
+11,304
640
$1.43M ﹤0.01%
35,566
-2,569
641
$1.43M ﹤0.01%
5,683
-181
642
$1.42M ﹤0.01%
9,758
+990
643
$1.42M ﹤0.01%
13,794
+1,669
644
$1.42M ﹤0.01%
72,125
-20,988
645
$1.41M ﹤0.01%
54,230
-20,450
646
$1.4M ﹤0.01%
31,176
+2,012
647
$1.4M ﹤0.01%
23,720
-357
648
$1.4M ﹤0.01%
28,769
-4,705
649
$1.39M ﹤0.01%
9,323
-269
650
$1.39M ﹤0.01%
13,635
+2,052
24 25
26
27 28