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
351
$6.96M 0.01%
101,491
+28,841
352
$6.86M 0.01%
385,329
-19,936
353
$6.85M 0.01%
123,393
+10,108
354
$6.79M 0.01%
61,353
+898
355
$6.79M 0.01%
39,044
+8
356
$6.77M 0.01%
93,478
-1,141
357
$6.72M 0.01%
17,368
-284
358
$6.71M 0.01%
30,474
+674
359
$6.7M 0.01%
128,569
-825
360
$6.67M 0.01%
32,616
+1,519
361
$6.63M 0.01%
122,157
-22,784
362
$6.53M 0.01%
37,127
+522
363
$6.49M 0.01%
110,362
-8,581
364
$6.46M 0.01%
41,312
-333
365
$6.42M 0.01%
26,293
+2,213
366
$6.33M 0.01%
119,985
-3,183
367
$6.3M 0.01%
62,025
+6,591
368
$6.29M 0.01%
+110,482
369
$6.28M 0.01%
128,694
-7,713
370
$6.27M 0.01%
36,345
-2,409
371
$6.26M 0.01%
74,911
-301
372
$6.24M 0.01%
111,440
-6,670
373
$6.24M 0.01%
31,676
-771
374
$6.22M 0.01%
25,006
+1,630
375
$6.21M 0.01%
53,747
+16,398
13 14
15
16 17