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
1551
$231K ﹤0.01%
+4,835
1552
$231K ﹤0.01%
10,000
1553
$230K ﹤0.01%
3,711
+24
1554
$230K ﹤0.01%
3,830
-257
1555
$229K ﹤0.01%
6,069
-740
1556
$228K ﹤0.01%
9,292
-740
1557
$228K ﹤0.01%
8,909
-2,227
1558
$227K ﹤0.01%
6,020
1559
$226K ﹤0.01%
5,729
+95
1560
$226K ﹤0.01%
27,725
+1,746
1561
$225K ﹤0.01%
+1,793
1562
$225K ﹤0.01%
11,100
1563
$223K ﹤0.01%
15,139
-1,858
1564
$222K ﹤0.01%
5,214
1565
$221K ﹤0.01%
19,360
-3,727
1566
$221K ﹤0.01%
8,950
-1,172
1567
$220K ﹤0.01%
5,761
-512
1568
$219K ﹤0.01%
+10,985
1569
$219K ﹤0.01%
+4,922
1570
$219K ﹤0.01%
+1,744
1571
$219K ﹤0.01%
169,815
1572
$218K ﹤0.01%
+8,233
1573
$217K ﹤0.01%
+928
1574
$217K ﹤0.01%
+3,743
1575
$216K ﹤0.01%
9,456
-2,587
61 62
63
64 65