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
$62.2B
AUM Growth
+$5.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,211
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$430M
3
+$282M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$188M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$188M

Top Sells

1
+$80.1M
2
+$22.2M
3
+$22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.2M
5
CERN
Cerner Corp
CERN
+$17.2M

Sector Composition

1 Technology 4.57%
2 Financials 2.87%
3 Consumer Discretionary 1.79%
4 Communication Services 1.48%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.5M 0.02%
383,240
+114,960
277
$10.3M 0.02%
73,804
+983
278
$10.2M 0.02%
15,716
-2,704
279
$10.2M 0.02%
21,604
+113
280
$10.2M 0.02%
+203,424
281
$10.1M 0.02%
167,789
+9,743
282
$10.1M 0.02%
55,326
-3,452
283
$10M 0.02%
54,369
-4,690
284
$9.85M 0.02%
91,724
-1,303
285
$9.85M 0.02%
163,139
-14,422
286
$9.82M 0.02%
125,059
-1,200
287
$9.73M 0.02%
73,430
-570
288
$9.73M 0.02%
27,618
+695
289
$9.72M 0.02%
56,219
-550
290
$9.68M 0.02%
34,887
-709
291
$9.67M 0.02%
+170,494
292
$9.66M 0.02%
91,299
+2,931
293
$9.62M 0.02%
79,991
-35,914
294
$9.49M 0.02%
221,564
-47,352
295
$9.49M 0.02%
+287,910
296
$9.44M 0.02%
90,951
+925
297
$9.43M 0.02%
77,073
+7,451
298
$9.36M 0.02%
107,528
-9,098
299
$9.35M 0.02%
307,536
-35,327
300
$9.34M 0.02%
138,145
+4,242
10 11
12
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