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
951
$1.02M ﹤0.01%
29,022
952
$1.02M ﹤0.01%
50,663
953
$1.02M ﹤0.01%
3,352
+652
954
$1.02M ﹤0.01%
18,660
+3,670
955
$1.02M ﹤0.01%
7,728
+1,324
956
$1.01M ﹤0.01%
9,718
-488
957
$1.01M ﹤0.01%
53,098
-8,584
958
$1.01M ﹤0.01%
12,424
-841
959
$999K ﹤0.01%
2,989
+242
960
$998K ﹤0.01%
16,373
-428
961
$995K ﹤0.01%
10,300
-64
962
$993K ﹤0.01%
23,821
+257
963
$990K ﹤0.01%
40,275
-37,984
964
$988K ﹤0.01%
20,751
-411
965
$988K ﹤0.01%
4,209
+193
966
$984K ﹤0.01%
14,692
+3,192
967
$984K ﹤0.01%
15,903
+770
968
$984K ﹤0.01%
25,083
+4,776
969
$984K ﹤0.01%
4,849
-50
970
$983K ﹤0.01%
11,568
+103
971
$983K ﹤0.01%
11,654
-3,438
972
$979K ﹤0.01%
14,150
973
$974K ﹤0.01%
18,908
-1,435
974
$974K ﹤0.01%
29,444
-2,000
975
$972K ﹤0.01%
11,661
37 38
39
40 41