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
1301
$351K ﹤0.01%
2,298
-43
1302
$350K ﹤0.01%
29,191
-69
1303
$350K ﹤0.01%
10,975
+3,826
1304
$348K ﹤0.01%
11,324
1305
$348K ﹤0.01%
6,484
-3,478
1306
$348K ﹤0.01%
7,696
+804
1307
$347K ﹤0.01%
28,277
-2,500
1308
$346K ﹤0.01%
4,322
-500
1309
$346K ﹤0.01%
3,148
-17
1310
$346K ﹤0.01%
5,067
+1,331
1311
$345K ﹤0.01%
+15,434
1312
$345K ﹤0.01%
2,804
+66
1313
$345K ﹤0.01%
17,376
1314
$344K ﹤0.01%
24,504
+2,400
1315
$344K ﹤0.01%
5,588
+1,014
1316
$342K ﹤0.01%
24,897
-1,074
1317
$342K ﹤0.01%
3,776
+18
1318
$342K ﹤0.01%
15,749
+1,134
1319
$342K ﹤0.01%
5,792
-5,491
1320
$342K ﹤0.01%
5,440
-742
1321
$340K ﹤0.01%
1,312
+32
1322
$340K ﹤0.01%
3,389
-135
1323
$339K ﹤0.01%
+6,729
1324
$339K ﹤0.01%
6,452
-810
1325
$338K ﹤0.01%
15,461
-2,935
51 52
53
54 55