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
1801
$42K ﹤0.01%
+14,874
1802
$42K ﹤0.01%
10,000
1803
$41K ﹤0.01%
1,901
1804
$40K ﹤0.01%
16,385
+735
1805
$38K ﹤0.01%
1,362
1806
$38K ﹤0.01%
+49
1807
$37K ﹤0.01%
1,102
1808
$35K ﹤0.01%
10,800
-10,000
1809
$33K ﹤0.01%
25,400
1810
$31K ﹤0.01%
21,081
1811
$30K ﹤0.01%
10,000
1812
$30K ﹤0.01%
+346
1813
$28K ﹤0.01%
15,100
1814
$28K ﹤0.01%
11,448
-2,000
1815
$28K ﹤0.01%
10,850
1816
$27K ﹤0.01%
12,147
-419
1817
$27K ﹤0.01%
1,883
+200
1818
$25K ﹤0.01%
673
1819
$25K ﹤0.01%
3,335
1820
$25K ﹤0.01%
600
-29
1821
$25K ﹤0.01%
5
1822
$25K ﹤0.01%
+300
1823
$24K ﹤0.01%
266
-183
1824
$23K ﹤0.01%
+567
1825
$22K ﹤0.01%
66,415
71 72
73
74 75