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
1276
$523K ﹤0.01%
3,246
+225
1277
$522K ﹤0.01%
4,670
-304
1278
$521K ﹤0.01%
20,213
+110
1279
$519K ﹤0.01%
10,998
+2,784
1280
$517K ﹤0.01%
+7,731
1281
$516K ﹤0.01%
25,493
+1,673
1282
$516K ﹤0.01%
21,000
1283
$516K ﹤0.01%
7,365
+322
1284
$515K ﹤0.01%
2,883
+3
1285
$513K ﹤0.01%
61,267
+2,750
1286
$511K ﹤0.01%
10,758
1287
$510K ﹤0.01%
5,107
-372
1288
$510K ﹤0.01%
4,640
-185
1289
$508K ﹤0.01%
7,477
+456
1290
$507K ﹤0.01%
17,956
+3,205
1291
$507K ﹤0.01%
11,324
-5,854
1292
$506K ﹤0.01%
5,808
+363
1293
$506K ﹤0.01%
1,955
+31
1294
$506K ﹤0.01%
+9,281
1295
$505K ﹤0.01%
7,741
+621
1296
$505K ﹤0.01%
6,735
+234
1297
$504K ﹤0.01%
1,474
+68
1298
$502K ﹤0.01%
7,090
-1,263
1299
$502K ﹤0.01%
16,415
+4,915
1300
$501K ﹤0.01%
22,893
+953
50 51
52
53 54