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
1076
$525K ﹤0.01%
6,626
-338
1077
$525K ﹤0.01%
35,119
+903
1078
$522K ﹤0.01%
11,150
1079
$522K ﹤0.01%
19,488
+10
1080
$521K ﹤0.01%
8,660
-460
1081
$520K ﹤0.01%
34,175
-1,174
1082
$518K ﹤0.01%
7,526
+710
1083
$517K ﹤0.01%
14,102
-310
1084
$517K ﹤0.01%
24,359
1085
$516K ﹤0.01%
+16,439
1086
$513K ﹤0.01%
13,605
+300
1087
$513K ﹤0.01%
3,229
+148
1088
$513K ﹤0.01%
1,913
-291
1089
$512K ﹤0.01%
10,527
1090
$512K ﹤0.01%
8,962
+44
1091
$512K ﹤0.01%
20,320
+7,568
1092
$511K ﹤0.01%
7,938
+53
1093
$510K ﹤0.01%
22,686
+8,952
1094
$509K ﹤0.01%
11,470
+1,790
1095
$508K ﹤0.01%
6,870
+136
1096
$508K ﹤0.01%
+4,621
1097
$508K ﹤0.01%
6,272
-326
1098
$507K ﹤0.01%
109,535
+7,567
1099
$504K ﹤0.01%
6,044
+1,230
1100
$502K ﹤0.01%
18,178
-99
42 43
44
45 46