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
1126
$478K ﹤0.01%
1,851
+113
1127
$476K ﹤0.01%
5,329
+781
1128
$475K ﹤0.01%
20,137
+3,064
1129
$474K ﹤0.01%
15,659
+1,572
1130
$474K ﹤0.01%
+37,197
1131
$473K ﹤0.01%
8,590
+189
1132
$473K ﹤0.01%
27,500
1133
$472K ﹤0.01%
14,050
1134
$472K ﹤0.01%
17,610
+73
1135
$471K ﹤0.01%
16,570
+120
1136
$471K ﹤0.01%
54,921
1137
$470K ﹤0.01%
7,876
1138
$470K ﹤0.01%
30,177
1139
$468K ﹤0.01%
8,282
-113
1140
$467K ﹤0.01%
4,210
-41
1141
$467K ﹤0.01%
9,872
+3,843
1142
$466K ﹤0.01%
21,400
-2,692
1143
$466K ﹤0.01%
41,773
+4,400
1144
$465K ﹤0.01%
19,387
+7,600
1145
$463K ﹤0.01%
42,732
+1,641
1146
$463K ﹤0.01%
88,314
+500
1147
$463K ﹤0.01%
319
-14
1148
$463K ﹤0.01%
10,811
-302
1149
$462K ﹤0.01%
19,112
+113
1150
$462K ﹤0.01%
14,631
-293
44 45
46
47 48