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
1051
$549K ﹤0.01%
19,919
+11,696
1052
$548K ﹤0.01%
55,233
+2,440
1053
$547K ﹤0.01%
6,978
+1,874
1054
$546K ﹤0.01%
13,684
1055
$545K ﹤0.01%
35,009
+3,009
1056
$545K ﹤0.01%
10,212
+305
1057
$543K ﹤0.01%
5,142
-12
1058
$543K ﹤0.01%
5,252
-34
1059
$543K ﹤0.01%
70,572
-3,000
1060
$542K ﹤0.01%
19,736
-1,456
1061
$542K ﹤0.01%
14,972
+27
1062
$541K ﹤0.01%
23,715
-5,708
1063
$541K ﹤0.01%
13,200
-200
1064
$540K ﹤0.01%
2,039
+1,333
1065
$539K ﹤0.01%
924
-28
1066
$539K ﹤0.01%
6,438
+2,011
1067
$539K ﹤0.01%
8,551
-193
1068
$536K ﹤0.01%
24,819
-499
1069
$535K ﹤0.01%
5,116
-458
1070
$534K ﹤0.01%
3,617
+411
1071
$533K ﹤0.01%
672
+36
1072
$533K ﹤0.01%
49,288
-1,896
1073
$532K ﹤0.01%
7,587
+171
1074
$532K ﹤0.01%
12,995
-8,241
1075
$530K ﹤0.01%
10,946
+521
41 42
43
44 45