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
1226
$401K ﹤0.01%
72,350
+200
1227
$401K ﹤0.01%
13,005
1228
$400K ﹤0.01%
10,647
-1,032
1229
$400K ﹤0.01%
16,050
-4,450
1230
$398K ﹤0.01%
11,350
-5,957
1231
$397K ﹤0.01%
2,890
-636
1232
$396K ﹤0.01%
9,575
1233
$396K ﹤0.01%
10,831
+2,552
1234
$396K ﹤0.01%
18,357
-111
1235
$395K ﹤0.01%
24,055
+5,620
1236
$394K ﹤0.01%
21,732
+6,553
1237
$391K ﹤0.01%
60,708
-3,825
1238
$391K ﹤0.01%
7,128
-104
1239
$390K ﹤0.01%
6,672
+1,509
1240
$389K ﹤0.01%
12,208
1241
$388K ﹤0.01%
11,679
1242
$388K ﹤0.01%
15,026
-1,542
1243
$386K ﹤0.01%
18,916
+409
1244
$386K ﹤0.01%
13,057
-6,875
1245
$386K ﹤0.01%
3,851
+156
1246
$385K ﹤0.01%
7,847
-153
1247
$384K ﹤0.01%
4,365
1248
$383K ﹤0.01%
21,863
+35
1249
$383K ﹤0.01%
787
-48
1250
$383K ﹤0.01%
14,246
-995
48 49
50
51 52