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
1251
$382K ﹤0.01%
12,776
-1,965
1252
$382K ﹤0.01%
16,192
+667
1253
$381K ﹤0.01%
7,073
+61
1254
$380K ﹤0.01%
+26,143
1255
$377K ﹤0.01%
5,913
+116
1256
$375K ﹤0.01%
10,000
1257
$375K ﹤0.01%
9,561
-84
1258
$375K ﹤0.01%
10,500
-3,000
1259
$374K ﹤0.01%
+11,074
1260
$374K ﹤0.01%
18,253
1261
$373K ﹤0.01%
11,484
+1,887
1262
$373K ﹤0.01%
15,929
-62
1263
$373K ﹤0.01%
3,845
-331
1264
$372K ﹤0.01%
8,095
+2,899
1265
$372K ﹤0.01%
49,543
+23,994
1266
$371K ﹤0.01%
845
1267
$370K ﹤0.01%
5,142
+110
1268
$370K ﹤0.01%
1,775
+577
1269
$369K ﹤0.01%
5,911
-2,000
1270
$369K ﹤0.01%
33,485
-235
1271
$369K ﹤0.01%
13,500
1272
$368K ﹤0.01%
7,627
+300
1273
$368K ﹤0.01%
2,645
-253
1274
$368K ﹤0.01%
12,616
-1,564
1275
$367K ﹤0.01%
3,751
-1,659
49 50
51
52 53