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
1176
$437K ﹤0.01%
8,210
+541
1177
$436K ﹤0.01%
31,749
+7,654
1178
$436K ﹤0.01%
11,274
+1,602
1179
$435K ﹤0.01%
4,024
-2,029
1180
$435K ﹤0.01%
4,628
-92
1181
$434K ﹤0.01%
16,941
-4,228
1182
$433K ﹤0.01%
3,846
+132
1183
$433K ﹤0.01%
4,995
+45
1184
$432K ﹤0.01%
6,285
+213
1185
$432K ﹤0.01%
9,134
-2,850
1186
$432K ﹤0.01%
5,258
-291
1187
$430K ﹤0.01%
1,161
+429
1188
$430K ﹤0.01%
24,005
+760
1189
$429K ﹤0.01%
8,478
+3,840
1190
$427K ﹤0.01%
6,714
1191
$426K ﹤0.01%
44,700
-22,721
1192
$423K ﹤0.01%
17,005
+334
1193
$422K ﹤0.01%
+5,741
1194
$422K ﹤0.01%
37,266
+81
1195
$421K ﹤0.01%
8,688
-746
1196
$421K ﹤0.01%
22,645
+895
1197
$421K ﹤0.01%
30,486
+6,954
1198
$421K ﹤0.01%
3,081
-830
1199
$421K ﹤0.01%
11,190
-840
1200
$421K ﹤0.01%
21,691
+3,380
46 47
48
49 50