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
776
$1.02M ﹤0.01%
6,757
-1,295
777
$1.01M ﹤0.01%
8,893
-1,731
778
$1.01M ﹤0.01%
8,317
+385
779
$1.01M ﹤0.01%
15,541
-18
780
$1.01M ﹤0.01%
17,807
+482
781
$1M ﹤0.01%
3,341
-326
782
$1M ﹤0.01%
+24,925
783
$1M ﹤0.01%
16,163
-1,263
784
$1M ﹤0.01%
19,945
+1,503
785
$1M ﹤0.01%
24,652
+578
786
$998K ﹤0.01%
4,674
+1,298
787
$995K ﹤0.01%
12,137
788
$993K ﹤0.01%
4,680
-891
789
$992K ﹤0.01%
21,325
-463
790
$991K ﹤0.01%
5,377
+19
791
$990K ﹤0.01%
5,962
792
$988K ﹤0.01%
35,034
-37
793
$987K ﹤0.01%
20,564
+168
794
$985K ﹤0.01%
17,406
-433
795
$982K ﹤0.01%
16,265
+202
796
$975K ﹤0.01%
23,476
797
$975K ﹤0.01%
8,363
-5,205
798
$972K ﹤0.01%
12,812
-4,314
799
$972K ﹤0.01%
58,260
-10,590
800
$969K ﹤0.01%
50,119
-10,126
30 31
32
33 34