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
1826
$21K ﹤0.01%
620
1827
$21K ﹤0.01%
22,742
-5,000
1828
$21K ﹤0.01%
20,000
1829
$20K ﹤0.01%
2,773
1830
$19K ﹤0.01%
935
+275
1831
$19K ﹤0.01%
1,019
+422
1832
$19K ﹤0.01%
17,378
+4,044
1833
$17K ﹤0.01%
18,807
-5,434
1834
$17K ﹤0.01%
+116
1835
$17K ﹤0.01%
23,997
1836
$16K ﹤0.01%
3
1837
$16K ﹤0.01%
1,102
1838
$15K ﹤0.01%
17,787
+7,555
1839
$13K ﹤0.01%
+148
1840
$13K ﹤0.01%
27,900
1841
$12K ﹤0.01%
609
+100
1842
$12K ﹤0.01%
5
1843
$11K ﹤0.01%
15,000
1844
$11K ﹤0.01%
12,500
-500
1845
$10K ﹤0.01%
1,243
-1,890
1846
$9K ﹤0.01%
15,550
1847
$9K ﹤0.01%
+269
1848
$9K ﹤0.01%
+69
1849
$9K ﹤0.01%
12,260
1850
$9K ﹤0.01%
+10,000
72 73
74
75 76