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
401
$5.48M 0.01%
42,100
+6,271
402
$5.43M 0.01%
256,516
-17,744
403
$5.42M 0.01%
63,856
-20,961
404
$5.42M 0.01%
143,873
+6,602
405
$5.31M 0.01%
96,256
+2,567
406
$5.29M 0.01%
156,638
+6,199
407
$5.28M 0.01%
101,184
+8,166
408
$5.26M 0.01%
31,325
+26
409
$5.21M 0.01%
69,331
-2,617
410
$5.18M 0.01%
202,746
-12,220
411
$5.15M 0.01%
162,536
-41,758
412
$5.15M 0.01%
212,801
-4,050
413
$5.12M 0.01%
24,798
+1,826
414
$5.09M 0.01%
130,256
-1,234
415
$5.09M 0.01%
24,366
-3,164
416
$5.06M 0.01%
292,712
-107,680
417
$5.05M 0.01%
296,600
-100
418
$5.05M 0.01%
116,845
-1,673
419
$5.02M 0.01%
21,387
+1,449
420
$4.97M 0.01%
24,797
-1,226
421
$4.97M 0.01%
43,196
-2,739
422
$4.94M 0.01%
33,178
-26,949
423
$4.93M 0.01%
119,626
+14,620
424
$4.92M 0.01%
34,440
+16,267
425
$4.88M 0.01%
69,250
15 16
17
18 19