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
651
$1.37M ﹤0.01%
99,996
-648
652
$1.37M ﹤0.01%
9,966
-1,770
653
$1.37M ﹤0.01%
12,687
+158
654
$1.37M ﹤0.01%
37,990
-76,423
655
$1.37M ﹤0.01%
28,021
-3,862
656
$1.37M ﹤0.01%
20,512
+70
657
$1.36M ﹤0.01%
18,719
+2,413
658
$1.35M ﹤0.01%
74,218
-32,283
659
$1.34M ﹤0.01%
14,377
+10
660
$1.34M ﹤0.01%
12,647
-3,397
661
$1.34M ﹤0.01%
72,470
-956
662
$1.34M ﹤0.01%
8,295
-264
663
$1.34M ﹤0.01%
9,413
-111
664
$1.33M ﹤0.01%
15,310
+15
665
$1.33M ﹤0.01%
26,432
+4,389
666
$1.32M ﹤0.01%
3,908
-67
667
$1.32M ﹤0.01%
18,984
-1,439
668
$1.31M ﹤0.01%
+39,367
669
$1.3M ﹤0.01%
29,779
-772
670
$1.29M ﹤0.01%
30,122
-3,019
671
$1.29M ﹤0.01%
34,774
+5,412
672
$1.29M ﹤0.01%
24,428
-1,236
673
$1.28M ﹤0.01%
15,826
-445
674
$1.28M ﹤0.01%
1,118
-50
675
$1.27M ﹤0.01%
21,051
-2,234
25 26
27
28 29