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
1351
$326K ﹤0.01%
1,999
-45
1352
$325K ﹤0.01%
6,262
+8
1353
$325K ﹤0.01%
11,140
1354
$325K ﹤0.01%
9,703
-4,343
1355
$323K ﹤0.01%
4,392
-526
1356
$323K ﹤0.01%
12,069
+473
1357
$322K ﹤0.01%
+16,277
1358
$322K ﹤0.01%
10,053
-200
1359
$321K ﹤0.01%
14,396
-553
1360
$319K ﹤0.01%
+29,310
1361
$319K ﹤0.01%
+9,300
1362
$317K ﹤0.01%
2,060
-88
1363
$317K ﹤0.01%
39,573
-5,100
1364
$317K ﹤0.01%
+12,125
1365
$317K ﹤0.01%
100,350
1366
$316K ﹤0.01%
5,179
-716
1367
$316K ﹤0.01%
4,837
-69
1368
$315K ﹤0.01%
3,739
+229
1369
$314K ﹤0.01%
9,363
-6,018
1370
$313K ﹤0.01%
14,110
-1,669
1371
$312K ﹤0.01%
5,619
-970
1372
$312K ﹤0.01%
2,156
-237
1373
$312K ﹤0.01%
2,370
-50
1374
$312K ﹤0.01%
7,763
-172
1375
$312K ﹤0.01%
28,536
+2
53 54
55
56 57