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
426
$4.87M 0.01%
43,145
-5,841
427
$4.87M 0.01%
75,200
-889
428
$4.82M 0.01%
43,516
-3,340
429
$4.76M 0.01%
+160,824
430
$4.74M 0.01%
55,498
+1,280
431
$4.73M 0.01%
21,677
+501
432
$4.7M 0.01%
61,584
-770
433
$4.66M 0.01%
65,673
+901
434
$4.62M 0.01%
42,632
-6,138
435
$4.6M 0.01%
32,840
-12,659
436
$4.54M 0.01%
39,100
+424
437
$4.52M 0.01%
27,992
+1,346
438
$4.5M 0.01%
36,594
+1,030
439
$4.48M 0.01%
318,801
-15,114
440
$4.46M 0.01%
754
-1
441
$4.45M 0.01%
51,071
-3,111
442
$4.45M 0.01%
82,628
-24,420
443
$4.43M 0.01%
136,674
+1,615
444
$4.43M 0.01%
118,971
-10,081
445
$4.42M 0.01%
21,223
+819
446
$4.42M 0.01%
45,527
+671
447
$4.4M 0.01%
37,347
-2,504
448
$4.39M 0.01%
45,416
-66,734
449
$4.38M 0.01%
19,998
+200
450
$4.37M 0.01%
96,520
-27,291
16 17
18
19 20