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
1676
$156K ﹤0.01%
+14,454
1677
$156K ﹤0.01%
39,140
-53,204
1678
$156K ﹤0.01%
+3,436
1679
$156K ﹤0.01%
220
-335
1680
$155K ﹤0.01%
12,121
-3,609
1681
$154K ﹤0.01%
+10,413
1682
$154K ﹤0.01%
3,333
1683
$154K ﹤0.01%
4,108
-842
1684
$153K ﹤0.01%
16,151
-461
1685
$152K ﹤0.01%
16,700
+1,230
1686
$152K ﹤0.01%
19,376
+1,250
1687
$151K ﹤0.01%
11,093
1688
$150K ﹤0.01%
+45,400
1689
$149K ﹤0.01%
35,626
1690
$149K ﹤0.01%
11,314
-1,598
1691
$148K ﹤0.01%
+101,822
1692
$148K ﹤0.01%
+16,250
1693
$147K ﹤0.01%
11,384
-1,449
1694
$147K ﹤0.01%
28,786
+15,662
1695
$143K ﹤0.01%
12,008
-644
1696
$142K ﹤0.01%
104,481
-700
1697
$142K ﹤0.01%
10,634
-363
1698
$142K ﹤0.01%
14,405
1699
$141K ﹤0.01%
10,000
1700
$141K ﹤0.01%
28,430
-11,724
66 67
68
69 70