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
1026
$581K ﹤0.01%
97,551
+21,062
1027
$580K ﹤0.01%
37,887
+2,646
1028
$579K ﹤0.01%
11,238
-114
1029
$579K ﹤0.01%
15,336
+36
1030
$579K ﹤0.01%
30,192
+2,150
1031
$578K ﹤0.01%
11,960
1032
$578K ﹤0.01%
+17,484
1033
$577K ﹤0.01%
11,607
+4,352
1034
$576K ﹤0.01%
16,362
+2,725
1035
$572K ﹤0.01%
30,297
-755
1036
$570K ﹤0.01%
21,457
+12,148
1037
$567K ﹤0.01%
7,551
-2,121
1038
$565K ﹤0.01%
9,166
+2,300
1039
$565K ﹤0.01%
10,864
-71
1040
$565K ﹤0.01%
7,607
+317
1041
$564K ﹤0.01%
7,024
+316
1042
$564K ﹤0.01%
39,665
+8,565
1043
$563K ﹤0.01%
7,287
+8
1044
$557K ﹤0.01%
22,719
-1,657
1045
$557K ﹤0.01%
18,726
+822
1046
$555K ﹤0.01%
5,530
+1,262
1047
$554K ﹤0.01%
32,350
+9,799
1048
$553K ﹤0.01%
+11,446
1049
$551K ﹤0.01%
5,187
-35
1050
$550K ﹤0.01%
9,846
+25
40 41
42
43 44