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
551
$3.15M 0.01%
17,303
-2,287
552
$3.14M 0.01%
39,124
-461
553
$3.14M 0.01%
33,208
+3,151
554
$3.13M 0.01%
49,031
-283
555
$3.12M 0.01%
35,108
-804
556
$3.12M 0.01%
46,138
-51
557
$3.12M 0.01%
12,988
-661
558
$3.1M 0.01%
35,480
+3,614
559
$3.1M 0.01%
11,035
-110
560
$3.1M 0.01%
53,459
+6,719
561
$3.1M 0.01%
146,126
+7,741
562
$3.08M ﹤0.01%
48,418
-5,015
563
$3.06M ﹤0.01%
169,166
-4,827
564
$3.05M ﹤0.01%
34,776
+3,129
565
$3.01M ﹤0.01%
26,201
+352
566
$3.01M ﹤0.01%
37,009
-9,354
567
$2.96M ﹤0.01%
8,253
+121
568
$2.96M ﹤0.01%
62,100
+2,205
569
$2.96M ﹤0.01%
16,198
+243
570
$2.95M ﹤0.01%
61,420
+7,106
571
$2.94M ﹤0.01%
8,849
+34
572
$2.94M ﹤0.01%
92,443
+3,704
573
$2.93M ﹤0.01%
170,448
-26,834
574
$2.89M ﹤0.01%
115,858
+4
575
$2.88M ﹤0.01%
21,307
+1,078
21 22
23
24 25