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
1276
$367K ﹤0.01%
20,000
1277
$366K ﹤0.01%
9,575
-629
1278
$365K ﹤0.01%
3,384
+50
1279
$365K ﹤0.01%
41,543
-13,047
1280
$365K ﹤0.01%
6,486
-342
1281
$365K ﹤0.01%
69,993
-4,339
1282
$364K ﹤0.01%
33,634
+871
1283
$363K ﹤0.01%
7,957
1284
$361K ﹤0.01%
3,407
-662
1285
$361K ﹤0.01%
2,329
+59
1286
$360K ﹤0.01%
31,856
-1,065
1287
$360K ﹤0.01%
7,414
+10
1288
$360K ﹤0.01%
41,731
+6,231
1289
$359K ﹤0.01%
3,279
-15
1290
$358K ﹤0.01%
10,146
1291
$356K ﹤0.01%
3,249
+1,281
1292
$356K ﹤0.01%
+7,603
1293
$355K ﹤0.01%
5,400
+316
1294
$355K ﹤0.01%
10,064
-1,288
1295
$354K ﹤0.01%
15,820
+513
1296
$354K ﹤0.01%
116,367
+59,720
1297
$353K ﹤0.01%
5,719
-11
1298
$352K ﹤0.01%
5,746
-7,099
1299
$352K ﹤0.01%
+2,732
1300
$352K ﹤0.01%
+4,830
50 51
52
53 54