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
1201
$419K ﹤0.01%
9,092
1202
$419K ﹤0.01%
30,404
1203
$418K ﹤0.01%
8,112
+2,505
1204
$418K ﹤0.01%
5,133
+1,915
1205
$418K ﹤0.01%
16,000
1206
$416K ﹤0.01%
7,280
+694
1207
$414K ﹤0.01%
4,788
+892
1208
$413K ﹤0.01%
+8,998
1209
$411K ﹤0.01%
6,374
-61
1210
$410K ﹤0.01%
11,962
-224
1211
$409K ﹤0.01%
22,588
-383
1212
$409K ﹤0.01%
18,359
+3,077
1213
$409K ﹤0.01%
9,097
-7,061
1214
$407K ﹤0.01%
24,714
-20,166
1215
$406K ﹤0.01%
7,921
+921
1216
$406K ﹤0.01%
1,074
+86
1217
$406K ﹤0.01%
4,855
+67
1218
$404K ﹤0.01%
10,141
-5,230
1219
$404K ﹤0.01%
2,345
+64
1220
$404K ﹤0.01%
13,211
-1,099
1221
$403K ﹤0.01%
5,410
+1
1222
$403K ﹤0.01%
12,296
+4,263
1223
$402K ﹤0.01%
2,914
+196
1224
$402K ﹤0.01%
4,257
-393
1225
$402K ﹤0.01%
26,250
47 48
49
50 51