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
876
$815K ﹤0.01%
8,665
+1,706
877
$815K ﹤0.01%
27,329
+4,889
878
$813K ﹤0.01%
3,854
-808
879
$811K ﹤0.01%
13,831
+1,417
880
$810K ﹤0.01%
7,068
+1,073
881
$809K ﹤0.01%
15,500
-538
882
$808K ﹤0.01%
200,952
+63,261
883
$805K ﹤0.01%
27,779
-1,087
884
$803K ﹤0.01%
18,550
885
$803K ﹤0.01%
5,376
-342
886
$798K ﹤0.01%
12,576
-461
887
$798K ﹤0.01%
+22,584
888
$796K ﹤0.01%
26,296
+1,774
889
$795K ﹤0.01%
14,041
-751
890
$793K ﹤0.01%
12,618
-1,576
891
$791K ﹤0.01%
9,981
+259
892
$790K ﹤0.01%
67,259
+727
893
$787K ﹤0.01%
28,262
-3,560
894
$785K ﹤0.01%
47,038
895
$783K ﹤0.01%
19,437
-200
896
$782K ﹤0.01%
3,787
-546
897
$781K ﹤0.01%
12,545
+613
898
$778K ﹤0.01%
128,976
899
$775K ﹤0.01%
33,018
-5,675
900
$773K ﹤0.01%
5,604
+22
34 35
36
37 38