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
676
$1.27M ﹤0.01%
6,702
-249
677
$1.26M ﹤0.01%
12,936
-7,199
678
$1.26M ﹤0.01%
92,925
-2,254
679
$1.26M ﹤0.01%
127,009
+9,270
680
$1.26M ﹤0.01%
17,676
-1,562
681
$1.26M ﹤0.01%
71,342
-151,094
682
$1.26M ﹤0.01%
24,039
+4,216
683
$1.26M ﹤0.01%
19,857
+14,406
684
$1.26M ﹤0.01%
82,440
-133,984
685
$1.25M ﹤0.01%
67,085
+405
686
$1.25M ﹤0.01%
4,266
-545
687
$1.25M ﹤0.01%
12,376
-2,891
688
$1.25M ﹤0.01%
21,695
+726
689
$1.24M ﹤0.01%
53,939
-526
690
$1.24M ﹤0.01%
31,741
-582
691
$1.24M ﹤0.01%
60,042
+356
692
$1.24M ﹤0.01%
60,975
+6,811
693
$1.24M ﹤0.01%
11,248
+7,243
694
$1.24M ﹤0.01%
25,030
-3,850
695
$1.24M ﹤0.01%
18,235
+2,570
696
$1.23M ﹤0.01%
83,914
+401
697
$1.23M ﹤0.01%
6,382
-17
698
$1.22M ﹤0.01%
12,669
+3,023
699
$1.22M ﹤0.01%
74,749
-424
700
$1.22M ﹤0.01%
29,984
-16,275
26 27
28
29 30