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
1451
$270K ﹤0.01%
1,684
-32
1452
$270K ﹤0.01%
20,405
-150
1453
$270K ﹤0.01%
4,724
-3,120
1454
$270K ﹤0.01%
10,852
-491
1455
$269K ﹤0.01%
3,393
-640
1456
$269K ﹤0.01%
+14,445
1457
$269K ﹤0.01%
1,491
+245
1458
$269K ﹤0.01%
18,904
1459
$268K ﹤0.01%
1,774
-18
1460
$268K ﹤0.01%
11,303
+1,240
1461
$267K ﹤0.01%
15,347
-1,085
1462
$267K ﹤0.01%
21,252
+948
1463
$267K ﹤0.01%
+8
1464
$266K ﹤0.01%
4,444
+102
1465
$266K ﹤0.01%
1,444
-99
1466
$265K ﹤0.01%
32,655
1467
$265K ﹤0.01%
2,256
1468
$265K ﹤0.01%
3,196
-2,630
1469
$264K ﹤0.01%
34,398
-6,837
1470
$264K ﹤0.01%
33,454
+4,368
1471
$264K ﹤0.01%
3,166
-2,215
1472
$264K ﹤0.01%
5,999
-975
1473
$263K ﹤0.01%
+6,227
1474
$263K ﹤0.01%
5,500
1475
$263K ﹤0.01%
68,989
57 58
59
60 61