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
1651
$182K ﹤0.01%
+13,029
1652
$181K ﹤0.01%
11,408
-309
1653
$180K ﹤0.01%
17,212
-3,500
1654
$178K ﹤0.01%
2,514
-1,019
1655
$177K ﹤0.01%
+17,711
1656
$172K ﹤0.01%
12,356
1657
$171K ﹤0.01%
10,090
1658
$171K ﹤0.01%
28,132
1659
$170K ﹤0.01%
13,994
+1,000
1660
$170K ﹤0.01%
55,037
1661
$169K ﹤0.01%
19,218
+2,785
1662
$169K ﹤0.01%
189,367
-15,815
1663
$168K ﹤0.01%
131,129
1664
$167K ﹤0.01%
+11,238
1665
$166K ﹤0.01%
11,019
+39
1666
$165K ﹤0.01%
23,193
-235
1667
$164K ﹤0.01%
+10,495
1668
$163K ﹤0.01%
+25,000
1669
$162K ﹤0.01%
694
1670
$162K ﹤0.01%
+55,000
1671
$162K ﹤0.01%
+53,888
1672
$160K ﹤0.01%
10,225
1673
$159K ﹤0.01%
10,574
+152
1674
$158K ﹤0.01%
10,692
-158
1675
$158K ﹤0.01%
9,796
+2,080
65 66
67
68 69