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
1101
$502K ﹤0.01%
17,471
+301
1102
$501K ﹤0.01%
23,056
-3,895
1103
$499K ﹤0.01%
6,162
+104
1104
$498K ﹤0.01%
20,049
+49
1105
$498K ﹤0.01%
9,138
-232
1106
$497K ﹤0.01%
2,508
-2,000
1107
$494K ﹤0.01%
11,556
-783
1108
$494K ﹤0.01%
13,268
-700
1109
$494K ﹤0.01%
25,506
1110
$493K ﹤0.01%
1,963
+194
1111
$493K ﹤0.01%
9,671
-1,017
1112
$492K ﹤0.01%
2,053
-104
1113
$490K ﹤0.01%
12,150
+2,916
1114
$489K ﹤0.01%
15,448
-800
1115
$487K ﹤0.01%
14,317
+5,605
1116
$487K ﹤0.01%
25,008
+300
1117
$486K ﹤0.01%
9,948
1118
$486K ﹤0.01%
12,345
+216
1119
$486K ﹤0.01%
52,237
1120
$485K ﹤0.01%
4,332
+1,801
1121
$485K ﹤0.01%
37,528
-700
1122
$484K ﹤0.01%
11,648
-532
1123
$482K ﹤0.01%
15,493
1124
$482K ﹤0.01%
19,801
+459
1125
$480K ﹤0.01%
2,289
-281
43 44
45
46 47