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
376
$6.21M 0.01%
33,538
+266
377
$6.21M 0.01%
86,320
-36,890
378
$6.2M 0.01%
136,923
+4,891
379
$6.12M 0.01%
284,576
-24,330
380
$6.11M 0.01%
90,647
-21,310
381
$6.07M 0.01%
109,931
+637
382
$6.02M 0.01%
64,590
-2,067
383
$5.95M 0.01%
13,827
+678
384
$5.93M 0.01%
35,872
+340
385
$5.92M 0.01%
151,522
-142,207
386
$5.92M 0.01%
65,068
+2,094
387
$5.84M 0.01%
102,938
+317
388
$5.82M 0.01%
222,890
-2,311
389
$5.76M 0.01%
25,245
+1,016
390
$5.71M 0.01%
38,367
-13,304
391
$5.71M 0.01%
102,702
+10,696
392
$5.68M 0.01%
47,483
+1
393
$5.65M 0.01%
16,319
+170
394
$5.63M 0.01%
211,579
-329
395
$5.62M 0.01%
87,789
+2,525
396
$5.5M 0.01%
64,070
+768
397
$5.5M 0.01%
30,692
-3,556
398
$5.48M 0.01%
23,993
+947
399
$5.48M 0.01%
28,313
-815
400
$5.48M 0.01%
2,283
+49
14 15
16
17 18