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
1051
$813K ﹤0.01%
3,768
1052
$812K ﹤0.01%
12,464
-1,692
1053
$809K ﹤0.01%
115,092
-62,022
1054
$807K ﹤0.01%
31,046
-3,886
1055
$802K ﹤0.01%
15,418
+827
1056
$802K ﹤0.01%
4,382
+161
1057
$802K ﹤0.01%
8,850
-20,187
1058
$799K ﹤0.01%
3,710
+163
1059
$798K ﹤0.01%
7,319
-2,377
1060
$794K ﹤0.01%
28,771
+1,954
1061
$793K ﹤0.01%
10,890
+1,214
1062
$792K ﹤0.01%
7,230
+755
1063
$790K ﹤0.01%
37,402
+172
1064
$790K ﹤0.01%
19,655
+7,235
1065
$786K ﹤0.01%
20,027
+110
1066
$786K ﹤0.01%
26,050
-59,874
1067
$785K ﹤0.01%
13,524
-5
1068
$784K ﹤0.01%
59,873
-1,272
1069
$783K ﹤0.01%
36,467
+1,069
1070
$781K ﹤0.01%
9,927
+128
1071
$781K ﹤0.01%
18,963
-780
1072
$776K ﹤0.01%
9,047
+2,220
1073
$773K ﹤0.01%
51,408
-13,415
1074
$773K ﹤0.01%
20,925
-1,898
1075
$771K ﹤0.01%
38,540
-3,748
41 42
43
44 45