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
476
$3.98M 0.01%
55,666
-6,780
477
$3.98M 0.01%
79,737
-13,165
478
$3.98M 0.01%
17,467
-16,603
479
$3.96M 0.01%
12,459
-1,402
480
$3.96M 0.01%
95,152
-10,304
481
$3.95M 0.01%
28,785
+20,392
482
$3.93M 0.01%
79,878
+8,021
483
$3.92M 0.01%
16,503
-1,319
484
$3.89M 0.01%
66,838
-1,490
485
$3.89M 0.01%
63,924
+757
486
$3.88M 0.01%
20,078
-7,149
487
$3.87M 0.01%
83,242
-27,327
488
$3.86M 0.01%
12,786
+428
489
$3.85M 0.01%
15,247
-2,502
490
$3.85M 0.01%
56,585
-1,405
491
$3.84M 0.01%
766,733
+43,409
492
$3.83M 0.01%
+225,100
493
$3.82M 0.01%
39,531
-1,533
494
$3.81M 0.01%
114,859
+9,360
495
$3.79M 0.01%
39,636
-1,376
496
$3.79M 0.01%
26,064
+1,657
497
$3.77M 0.01%
8,134
+49
498
$3.77M 0.01%
121,594
-25,455
499
$3.75M 0.01%
12,447
-378
500
$3.75M 0.01%
25,484
+190
18 19
20
21 22