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
1151
$462K ﹤0.01%
4,394
-298
1152
$461K ﹤0.01%
16,356
1153
$461K ﹤0.01%
14,020
1154
$458K ﹤0.01%
8,006
1155
$454K ﹤0.01%
9,114
+4,123
1156
$454K ﹤0.01%
5,560
-99
1157
$453K ﹤0.01%
6,785
-786
1158
$452K ﹤0.01%
5,983
+584
1159
$451K ﹤0.01%
4,221
+43
1160
$451K ﹤0.01%
24,642
+7,600
1161
$451K ﹤0.01%
9,797
+14
1162
$449K ﹤0.01%
31,753
+3,609
1163
$449K ﹤0.01%
+18,236
1164
$448K ﹤0.01%
19,472
1165
$447K ﹤0.01%
41,138
+21,591
1166
$446K ﹤0.01%
+6,963
1167
$445K ﹤0.01%
22,729
-13,956
1168
$441K ﹤0.01%
+25,774
1169
$441K ﹤0.01%
5,004
-25,238
1170
$440K ﹤0.01%
17,681
+95
1171
$440K ﹤0.01%
12,553
+138
1172
$439K ﹤0.01%
6,706
-195
1173
$438K ﹤0.01%
12,706
1174
$438K ﹤0.01%
28,235
1175
$437K ﹤0.01%
5,751
+57
45 46
47
48 49