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
826
$904K ﹤0.01%
60,219
+10,361
827
$903K ﹤0.01%
5,251
-210
828
$901K ﹤0.01%
41,182
+7,532
829
$901K ﹤0.01%
13,058
+2,680
830
$896K ﹤0.01%
18,404
+1
831
$894K ﹤0.01%
+125,335
832
$893K ﹤0.01%
8,260
+1,675
833
$893K ﹤0.01%
6,930
+3,780
834
$892K ﹤0.01%
19,995
+436
835
$890K ﹤0.01%
8,917
-103
836
$889K ﹤0.01%
23,885
+248
837
$886K ﹤0.01%
10,416
+428
838
$886K ﹤0.01%
69,758
-4,955
839
$886K ﹤0.01%
14,403
-1,114
840
$884K ﹤0.01%
16,072
+248
841
$879K ﹤0.01%
12,991
+1,046
842
$879K ﹤0.01%
51,713
+22,957
843
$879K ﹤0.01%
5,343
-232
844
$877K ﹤0.01%
16,825
-12
845
$872K ﹤0.01%
8,170
+147
846
$871K ﹤0.01%
20,199
-5,090
847
$871K ﹤0.01%
11,729
+3,829
848
$870K ﹤0.01%
19,951
-504
849
$869K ﹤0.01%
14,139
-180
850
$867K ﹤0.01%
28,224
-691
32 33
34
35 36