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
1426
$282K ﹤0.01%
3,051
+1
1427
$282K ﹤0.01%
3,864
-385
1428
$282K ﹤0.01%
3,719
1429
$282K ﹤0.01%
7,681
+971
1430
$279K ﹤0.01%
6,335
-1,325
1431
$279K ﹤0.01%
2,750
+445
1432
$278K ﹤0.01%
12,965
-232
1433
$278K ﹤0.01%
11,852
+1,922
1434
$278K ﹤0.01%
3,861
1435
$277K ﹤0.01%
4,441
1436
$277K ﹤0.01%
22,723
+1,000
1437
$277K ﹤0.01%
5,781
1438
$276K ﹤0.01%
+18,260
1439
$276K ﹤0.01%
3,972
+524
1440
$276K ﹤0.01%
5,109
-298
1441
$276K ﹤0.01%
83,503
+20,607
1442
$275K ﹤0.01%
1,912
+417
1443
$274K ﹤0.01%
40,459
-734
1444
$274K ﹤0.01%
4,058
+37
1445
$273K ﹤0.01%
19,070
-1,080
1446
$273K ﹤0.01%
8,394
1447
$272K ﹤0.01%
8,344
+2
1448
$272K ﹤0.01%
6,173
-5,597
1449
$271K ﹤0.01%
11,492
1450
$271K ﹤0.01%
4,289
56 57
58
59 60