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
851
$864K ﹤0.01%
11,049
-494
852
$864K ﹤0.01%
+2,493
853
$861K ﹤0.01%
38,000
854
$861K ﹤0.01%
15,702
-271
855
$858K ﹤0.01%
156,629
+12,200
856
$857K ﹤0.01%
11,997
+5
857
$856K ﹤0.01%
17,439
+2,488
858
$852K ﹤0.01%
53,232
-12,373
859
$852K ﹤0.01%
22,911
+363
860
$852K ﹤0.01%
52,850
+383
861
$851K ﹤0.01%
22,175
-200
862
$851K ﹤0.01%
17,752
-197
863
$841K ﹤0.01%
6,425
+384
864
$838K ﹤0.01%
6,934
-504
865
$838K ﹤0.01%
2,227
+62
866
$834K ﹤0.01%
19,450
+522
867
$834K ﹤0.01%
18,924
+6,558
868
$832K ﹤0.01%
11,958
+707
869
$830K ﹤0.01%
8,926
+2,482
870
$828K ﹤0.01%
18,345
-7,726
871
$827K ﹤0.01%
16,348
-596
872
$822K ﹤0.01%
6,129
-463
873
$820K ﹤0.01%
9,704
-92
874
$820K ﹤0.01%
226,014
875
$816K ﹤0.01%
7,838
-1,011
33 34
35
36 37