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
876
$1.19M ﹤0.01%
33,154
-2
877
$1.19M ﹤0.01%
4,714
+166
878
$1.19M ﹤0.01%
50,003
+14,569
879
$1.19M ﹤0.01%
39,080
-95,942
880
$1.19M ﹤0.01%
5,228
+282
881
$1.18M ﹤0.01%
8,949
+575
882
$1.18M ﹤0.01%
14,346
-468
883
$1.18M ﹤0.01%
15,854
+14
884
$1.18M ﹤0.01%
17,092
-1,452
885
$1.18M ﹤0.01%
53,921
-1,225
886
$1.18M ﹤0.01%
7,141
+177
887
$1.17M ﹤0.01%
12,416
+1,151
888
$1.17M ﹤0.01%
11,388
-1,117
889
$1.17M ﹤0.01%
38,775
-33,467
890
$1.16M ﹤0.01%
8,247
-5,678
891
$1.15M ﹤0.01%
30,699
892
$1.15M ﹤0.01%
4,741
+346
893
$1.15M ﹤0.01%
12,702
+150
894
$1.14M ﹤0.01%
57,775
895
$1.14M ﹤0.01%
52,417
+906
896
$1.14M ﹤0.01%
1,315
-269
897
$1.14M ﹤0.01%
8,721
+547
898
$1.14M ﹤0.01%
26,784
-1,123
899
$1.13M ﹤0.01%
16,178
-44,725
900
$1.13M ﹤0.01%
3,445
-133
34 35
36
37 38