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
1576
$216K ﹤0.01%
3,783
-169
1577
$216K ﹤0.01%
89,102
-2,598
1578
$215K ﹤0.01%
2,694
+8
1579
$215K ﹤0.01%
+9,663
1580
$215K ﹤0.01%
+8,974
1581
$215K ﹤0.01%
8,326
+181
1582
$215K ﹤0.01%
+23,597
1583
$215K ﹤0.01%
1,837
1584
$215K ﹤0.01%
+2,974
1585
$214K ﹤0.01%
26,498
+132
1586
$214K ﹤0.01%
+9,896
1587
$214K ﹤0.01%
1,908
+56
1588
$214K ﹤0.01%
+7,984
1589
$213K ﹤0.01%
10,284
-10,979
1590
$213K ﹤0.01%
15,756
+1,440
1591
$213K ﹤0.01%
+5,365
1592
$212K ﹤0.01%
6,927
+11
1593
$212K ﹤0.01%
+6,495
1594
$211K ﹤0.01%
+5,895
1595
$211K ﹤0.01%
+8,136
1596
$211K ﹤0.01%
1,552
-5,094
1597
$211K ﹤0.01%
18,473
+6,685
1598
$210K ﹤0.01%
+9,759
1599
$210K ﹤0.01%
8,188
-1,364
1600
$210K ﹤0.01%
+6,707
62 63
64
65 66