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
1376
$311K ﹤0.01%
4,307
-256
1377
$310K ﹤0.01%
19,553
+8,671
1378
$310K ﹤0.01%
19,687
+254
1379
$310K ﹤0.01%
7,718
+391
1380
$308K ﹤0.01%
9,797
1381
$308K ﹤0.01%
10,312
+730
1382
$307K ﹤0.01%
9,056
+97
1383
$306K ﹤0.01%
16,180
-1,800
1384
$306K ﹤0.01%
16,298
-486
1385
$306K ﹤0.01%
6,742
-2,624
1386
$306K ﹤0.01%
22,101
1387
$305K ﹤0.01%
11,881
-1,695
1388
$302K ﹤0.01%
10,800
1389
$302K ﹤0.01%
3,454
-205
1390
$302K ﹤0.01%
7,191
-893
1391
$302K ﹤0.01%
5,561
-167
1392
$301K ﹤0.01%
3,992
+648
1393
$299K ﹤0.01%
28,811
-3,701
1394
$299K ﹤0.01%
+8,980
1395
$299K ﹤0.01%
1,172
+128
1396
$298K ﹤0.01%
15,667
-1,144
1397
$298K ﹤0.01%
16,575
-297
1398
$297K ﹤0.01%
9,032
-280
1399
$297K ﹤0.01%
5,568
+609
1400
$296K ﹤0.01%
5,503
-1,752
54 55
56
57 58