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
301
$9.33M 0.02%
112,487
+6,100
302
$9.31M 0.02%
128,984
+697
303
$8.98M 0.01%
34,084
+6,569
304
$8.95M 0.01%
104,911
+583
305
$8.86M 0.01%
36,127
-1,632
306
$8.85M 0.01%
151,581
-1,526
307
$8.85M 0.01%
63,743
+371
308
$8.84M 0.01%
62,776
-315
309
$8.84M 0.01%
+206,046
310
$8.83M 0.01%
34,783
+73
311
$8.79M 0.01%
151,051
-20,688
312
$8.78M 0.01%
347,205
-1,495
313
$8.77M 0.01%
95,716
+641
314
$8.68M 0.01%
299,525
+4,274
315
$8.64M 0.01%
33,420
-12,307
316
$8.56M 0.01%
96,182
-621
317
$8.47M 0.01%
168,140
+10,758
318
$8.46M 0.01%
77,503
-27
319
$8.45M 0.01%
18,225
+189
320
$8.3M 0.01%
149,276
-2,696
321
$8.29M 0.01%
77,236
+3,494
322
$8.1M 0.01%
105,646
+2,806
323
$8.09M 0.01%
36,930
-929
324
$8.02M 0.01%
170,310
+5,580
325
$8M 0.01%
136,908
-14,666
11 12
13
14 15