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
526
$3.37M 0.01%
46,940
+615
527
$3.37M 0.01%
+56,417
528
$3.37M 0.01%
38,726
-38,794
529
$3.37M 0.01%
25,339
-1,445
530
$3.35M 0.01%
78,917
+2,802
531
$3.32M 0.01%
22,868
+5,238
532
$3.3M 0.01%
29,924
-2,790
533
$3.29M 0.01%
24,389
+256
534
$3.29M 0.01%
49,470
-1,827
535
$3.29M 0.01%
8,783
+191
536
$3.28M 0.01%
73,091
-750
537
$3.28M 0.01%
5,030
-430
538
$3.26M 0.01%
9,582
-677
539
$3.24M 0.01%
160,947
-134,643
540
$3.23M 0.01%
8,243
+291
541
$3.22M 0.01%
+124,734
542
$3.2M 0.01%
1,527
+32
543
$3.2M 0.01%
110,922
-568
544
$3.2M 0.01%
26,815
-185
545
$3.19M 0.01%
387,965
-14,131
546
$3.19M 0.01%
18,967
+1,933
547
$3.18M 0.01%
15,927
-1,375
548
$3.18M 0.01%
35,729
-925
549
$3.17M 0.01%
23,294
-245
550
$3.16M 0.01%
66,776
+3,098
20 21
22
23 24