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
951
$681K ﹤0.01%
10,468
952
$679K ﹤0.01%
18,660
-600
953
$678K ﹤0.01%
50,496
+27,366
954
$678K ﹤0.01%
5,770
-133
955
$677K ﹤0.01%
10,763
-14,298
956
$677K ﹤0.01%
65,561
+1,234
957
$675K ﹤0.01%
26,000
958
$675K ﹤0.01%
16,532
-1,513
959
$672K ﹤0.01%
34,958
+6,282
960
$671K ﹤0.01%
12,251
+243
961
$671K ﹤0.01%
8,419
+43
962
$670K ﹤0.01%
66,839
-1,868
963
$667K ﹤0.01%
5,542
+2,418
964
$666K ﹤0.01%
15,517
-229
965
$663K ﹤0.01%
60,971
966
$662K ﹤0.01%
+9,206
967
$660K ﹤0.01%
19,839
+3,895
968
$659K ﹤0.01%
19,789
+5
969
$658K ﹤0.01%
12,040
-50
970
$656K ﹤0.01%
125,839
+54,657
971
$652K ﹤0.01%
51,789
+6,055
972
$650K ﹤0.01%
8,335
-387
973
$649K ﹤0.01%
+18,795
974
$647K ﹤0.01%
10,146
+1,125
975
$645K ﹤0.01%
19,376
+773
37 38
39
40 41