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
1476
$262K ﹤0.01%
+4,361
1477
$261K ﹤0.01%
6,210
1478
$261K ﹤0.01%
5,451
-1,463
1479
$261K ﹤0.01%
104,912
+3,750
1480
$260K ﹤0.01%
+5,453
1481
$260K ﹤0.01%
+4,595
1482
$258K ﹤0.01%
1,103
-331
1483
$257K ﹤0.01%
1,028
+74
1484
$255K ﹤0.01%
5,593
+129
1485
$254K ﹤0.01%
4,608
1486
$254K ﹤0.01%
5,116
-1,558
1487
$254K ﹤0.01%
5,439
-478
1488
$252K ﹤0.01%
3,293
-2,964
1489
$252K ﹤0.01%
9,393
-3,160
1490
$251K ﹤0.01%
5,641
-466
1491
$250K ﹤0.01%
+2,253
1492
$250K ﹤0.01%
2,751
-99
1493
$250K ﹤0.01%
14,343
1494
$250K ﹤0.01%
20,696
1495
$249K ﹤0.01%
14,309
-5,000
1496
$249K ﹤0.01%
10,113
1497
$249K ﹤0.01%
+7,467
1498
$248K ﹤0.01%
3,596
1499
$248K ﹤0.01%
18,053
-1,478
1500
$247K ﹤0.01%
16,874
-2,502
58 59
60
61 62