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
1776
$64K ﹤0.01%
+10,000
1777
$63K ﹤0.01%
16,714
1778
$63K ﹤0.01%
13,500
1779
$63K ﹤0.01%
17,000
1780
$61K ﹤0.01%
41,451
-3,230
1781
$60K ﹤0.01%
12,800
-1,583
1782
$59K ﹤0.01%
15,181
-1,000
1783
$58K ﹤0.01%
10,908
1784
$57K ﹤0.01%
30,076
1785
$57K ﹤0.01%
90,449
+25,000
1786
$57K ﹤0.01%
10,340
1787
$56K ﹤0.01%
13,832
+3,604
1788
$55K ﹤0.01%
1,385
-34
1789
$54K ﹤0.01%
2,404
1790
$54K ﹤0.01%
10,000
1791
$54K ﹤0.01%
1,400
1792
$53K ﹤0.01%
23,013
1793
$50K ﹤0.01%
11,946
-4,106
1794
$49K ﹤0.01%
13,068
-11,000
1795
$49K ﹤0.01%
48
1796
$48K ﹤0.01%
10,000
1797
$46K ﹤0.01%
18,305
+8,136
1798
$45K ﹤0.01%
63,070
+3
1799
$43K ﹤0.01%
23,324
1800
$43K ﹤0.01%
2,000
70 71
72
73 74