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
901
$770K ﹤0.01%
6,945
+1,259
902
$769K ﹤0.01%
3,515
+134
903
$767K ﹤0.01%
4,608
-16
904
$767K ﹤0.01%
50,600
905
$763K ﹤0.01%
8,198
-1,574
906
$763K ﹤0.01%
6,073
+908
907
$762K ﹤0.01%
18,133
+2,730
908
$761K ﹤0.01%
8,532
-356
909
$760K ﹤0.01%
31,559
-590
910
$760K ﹤0.01%
25,037
-309
911
$757K ﹤0.01%
18,186
+690
912
$756K ﹤0.01%
12,283
-69
913
$755K ﹤0.01%
6,494
+1,102
914
$754K ﹤0.01%
21,365
+4,798
915
$751K ﹤0.01%
28,918
+520
916
$749K ﹤0.01%
14,723
-4,599
917
$748K ﹤0.01%
16,147
+3,828
918
$748K ﹤0.01%
18,097
+302
919
$745K ﹤0.01%
3,629
+1,337
920
$744K ﹤0.01%
10,157
+26
921
$742K ﹤0.01%
8,501
-4,170
922
$740K ﹤0.01%
14,837
-482
923
$740K ﹤0.01%
30,600
+860
924
$740K ﹤0.01%
5,464
+9
925
$739K ﹤0.01%
6,995
-447
35 36
37
38 39