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
926
$738K ﹤0.01%
7,521
-27
927
$738K ﹤0.01%
4,929
-439
928
$735K ﹤0.01%
29,540
+10,900
929
$731K ﹤0.01%
29,314
930
$728K ﹤0.01%
11,077
+1,765
931
$727K ﹤0.01%
16,333
+2,773
932
$721K ﹤0.01%
18,575
-372
933
$721K ﹤0.01%
11,171
+730
934
$718K ﹤0.01%
8,710
935
$715K ﹤0.01%
+15,910
936
$713K ﹤0.01%
4,995
+976
937
$709K ﹤0.01%
52,726
+463
938
$708K ﹤0.01%
14,281
-200
939
$707K ﹤0.01%
21,670
+132
940
$706K ﹤0.01%
52,388
+2,457
941
$702K ﹤0.01%
27,581
-9,097
942
$697K ﹤0.01%
21,236
+654
943
$696K ﹤0.01%
19,794
+686
944
$696K ﹤0.01%
+82,200
945
$688K ﹤0.01%
47,127
-162
946
$687K ﹤0.01%
5,609
+438
947
$684K ﹤0.01%
26,821
+1,851
948
$684K ﹤0.01%
111,718
+98,630
949
$683K ﹤0.01%
12,701
+392
950
$682K ﹤0.01%
23,104
-1,670
36 37
38
39 40