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
1751
$86K ﹤0.01%
88,450
-1,000
1752
$86K ﹤0.01%
10,100
-1,365
1753
$85K ﹤0.01%
22,725
+6,975
1754
$83K ﹤0.01%
3,259
-1,373
1755
$82K ﹤0.01%
+1,100
1756
$82K ﹤0.01%
121,501
+30,173
1757
$81K ﹤0.01%
12,870
-3,692
1758
$80K ﹤0.01%
11,835
-2,000
1759
$79K ﹤0.01%
11,117
-750
1760
$79K ﹤0.01%
50,073
1761
$77K ﹤0.01%
+21,031
1762
$77K ﹤0.01%
63,279
+1,787
1763
$76K ﹤0.01%
20,000
1764
$75K ﹤0.01%
+10,100
1765
$74K ﹤0.01%
18,713
+2,313
1766
$74K ﹤0.01%
224
1767
$73K ﹤0.01%
3,424
+977
1768
$72K ﹤0.01%
+16,278
1769
$72K ﹤0.01%
15,200
1770
$71K ﹤0.01%
13,143
-800
1771
$70K ﹤0.01%
+10,605
1772
$67K ﹤0.01%
10,931
-630
1773
$65K ﹤0.01%
13,609
-20,032
1774
$65K ﹤0.01%
6,681
-413
1775
$64K ﹤0.01%
15,532
+600
69 70
71
72 73