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
1176
$635K ﹤0.01%
18,093
-1,155
1177
$634K ﹤0.01%
14,832
+26
1178
$634K ﹤0.01%
18,655
-3,705
1179
$633K ﹤0.01%
3,205
-72
1180
$632K ﹤0.01%
9,810
+3,448
1181
$631K ﹤0.01%
21,170
+4,656
1182
$631K ﹤0.01%
8,592
+1,245
1183
$631K ﹤0.01%
13,946
-1,481
1184
$630K ﹤0.01%
3,751
+850
1185
$629K ﹤0.01%
47,683
+100
1186
$627K ﹤0.01%
21,259
+6,125
1187
$627K ﹤0.01%
4,081
-116
1188
$627K ﹤0.01%
+24,205
1189
$625K ﹤0.01%
12,249
-2,985
1190
$625K ﹤0.01%
23,998
-11,702
1191
$623K ﹤0.01%
34,839
+6,384
1192
$622K ﹤0.01%
7,400
-468
1193
$621K ﹤0.01%
2,500
1194
$615K ﹤0.01%
5,564
+247
1195
$615K ﹤0.01%
15,802
+6
1196
$613K ﹤0.01%
11,581
-7,134
1197
$613K ﹤0.01%
5,441
+44
1198
$612K ﹤0.01%
30,131
-860
1199
$611K ﹤0.01%
24,304
-3,616
1200
$609K ﹤0.01%
7,457
+35
46 47
48
49 50