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
976
$642K ﹤0.01%
12,047
-203
977
$640K ﹤0.01%
26,977
+6,070
978
$638K ﹤0.01%
13,103
+805
979
$637K ﹤0.01%
1,797
-173
980
$636K ﹤0.01%
9,525
-426
981
$636K ﹤0.01%
18,132
+408
982
$635K ﹤0.01%
2,270
+148
983
$635K ﹤0.01%
14,257
+526
984
$632K ﹤0.01%
8,530
-6,109
985
$632K ﹤0.01%
2,592
-328
986
$631K ﹤0.01%
11,231
-4,425
987
$631K ﹤0.01%
11,765
+4,949
988
$630K ﹤0.01%
24,189
-367
989
$628K ﹤0.01%
9,284
+284
990
$626K ﹤0.01%
4,124
-6,272
991
$625K ﹤0.01%
168,458
+14,093
992
$625K ﹤0.01%
5,329
+2
993
$623K ﹤0.01%
8,012
-874
994
$622K ﹤0.01%
25,832
+4,310
995
$614K ﹤0.01%
7,999
+326
996
$614K ﹤0.01%
8,633
-1,081
997
$613K ﹤0.01%
5,618
-1,414
998
$611K ﹤0.01%
16,970
-497
999
$607K ﹤0.01%
12,153
+1,308
1000
$606K ﹤0.01%
3,907
-338
38 39
40
41 42