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
1401
$296K ﹤0.01%
12,540
-96
1402
$295K ﹤0.01%
16,964
-4,652
1403
$294K ﹤0.01%
4,056
-386
1404
$294K ﹤0.01%
52,043
+9
1405
$293K ﹤0.01%
13,089
-169
1406
$293K ﹤0.01%
12,185
1407
$292K ﹤0.01%
1,963
-105
1408
$292K ﹤0.01%
6,365
+627
1409
$291K ﹤0.01%
2,340
-194
1410
$291K ﹤0.01%
15,562
-773
1411
$290K ﹤0.01%
3,243
1412
$290K ﹤0.01%
12,507
+501
1413
$289K ﹤0.01%
33,001
-444
1414
$289K ﹤0.01%
36,190
1415
$289K ﹤0.01%
+6,807
1416
$288K ﹤0.01%
+3,671
1417
$288K ﹤0.01%
1,483
+4
1418
$286K ﹤0.01%
11,463
-4,524
1419
$286K ﹤0.01%
6,207
-103
1420
$285K ﹤0.01%
5,388
-47
1421
$284K ﹤0.01%
9,343
1422
$284K ﹤0.01%
14,248
+273
1423
$284K ﹤0.01%
20,056
+2,686
1424
$283K ﹤0.01%
3,888
-105
1425
$283K ﹤0.01%
12,046
55 56
57
58 59