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
726
$1.14M ﹤0.01%
11,982
+6,120
727
$1.13M ﹤0.01%
10,341
-732
728
$1.13M ﹤0.01%
27,056
-1,195
729
$1.13M ﹤0.01%
31,560
+1,962
730
$1.13M ﹤0.01%
36,611
+10,319
731
$1.12M ﹤0.01%
57,560
+1,300
732
$1.12M ﹤0.01%
19,076
+1,562
733
$1.12M ﹤0.01%
30,935
-6,177
734
$1.12M ﹤0.01%
26,783
-1,450
735
$1.11M ﹤0.01%
43,940
+35
736
$1.11M ﹤0.01%
18,712
-408
737
$1.11M ﹤0.01%
38,020
-2,529
738
$1.11M ﹤0.01%
18,988
+14,497
739
$1.11M ﹤0.01%
6,750
+117
740
$1.1M ﹤0.01%
25,152
-486
741
$1.1M ﹤0.01%
21,508
-265
742
$1.1M ﹤0.01%
8,509
-88
743
$1.1M ﹤0.01%
24,490
-518
744
$1.09M ﹤0.01%
76,384
745
$1.09M ﹤0.01%
10,269
+205
746
$1.09M ﹤0.01%
5,566
+375
747
$1.09M ﹤0.01%
21,400
-168
748
$1.09M ﹤0.01%
7,256
-448
749
$1.08M ﹤0.01%
13,022
-1,420
750
$1.08M ﹤0.01%
44,719
+9,619
28 29
30
31 32