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
701
$1.22M ﹤0.01%
16,848
-62
702
$1.22M ﹤0.01%
28,703
-11,143
703
$1.22M ﹤0.01%
8,754
-1,180
704
$1.21M ﹤0.01%
41,757
+6,173
705
$1.2M ﹤0.01%
31,841
-81
706
$1.2M ﹤0.01%
48,276
-2,658
707
$1.19M ﹤0.01%
35,774
708
$1.19M ﹤0.01%
13,196
-1,293
709
$1.19M ﹤0.01%
7,113
+19
710
$1.18M ﹤0.01%
19,163
+103
711
$1.17M ﹤0.01%
25,180
+1,585
712
$1.17M ﹤0.01%
13,369
-314
713
$1.17M ﹤0.01%
41,148
+2,568
714
$1.16M ﹤0.01%
23,433
+11,433
715
$1.16M ﹤0.01%
1,454
-7
716
$1.16M ﹤0.01%
25,790
+200
717
$1.16M ﹤0.01%
2,067
+95
718
$1.16M ﹤0.01%
6,935
+449
719
$1.16M ﹤0.01%
7,165
-668
720
$1.15M ﹤0.01%
6,608
+916
721
$1.15M ﹤0.01%
24,710
+5,000
722
$1.14M ﹤0.01%
22,512
+3,914
723
$1.14M ﹤0.01%
89,404
+22,697
724
$1.14M ﹤0.01%
11,573
+1,289
725
$1.14M ﹤0.01%
4,712
+87
27 28
29
30 31