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
1626
$200K ﹤0.01%
26,709
+2,213
1627
$200K ﹤0.01%
+4,855
1628
$200K ﹤0.01%
11,140
-3,083
1629
$200K ﹤0.01%
+7,017
1630
$199K ﹤0.01%
21,634
-3,029
1631
$198K ﹤0.01%
24,761
+206
1632
$198K ﹤0.01%
34,958
+3,100
1633
$197K ﹤0.01%
6,445
-677
1634
$197K ﹤0.01%
34,085
1635
$196K ﹤0.01%
14,012
+12
1636
$195K ﹤0.01%
57,628
-5,400
1637
$195K ﹤0.01%
+5,407
1638
$193K ﹤0.01%
15,911
-2,475
1639
$193K ﹤0.01%
57,531
1640
$192K ﹤0.01%
13,091
-3,258
1641
$190K ﹤0.01%
10,692
-23,000
1642
$188K ﹤0.01%
12,000
1643
$188K ﹤0.01%
10,645
1644
$185K ﹤0.01%
50,586
-3,750
1645
$185K ﹤0.01%
12,700
1646
$185K ﹤0.01%
10,000
1647
$184K ﹤0.01%
16,473
+600
1648
$183K ﹤0.01%
10,718
+138
1649
$183K ﹤0.01%
13,048
1650
$183K ﹤0.01%
+11,818
64 65
66
67 68