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
1326
$480K ﹤0.01%
17,893
+1
1327
$480K ﹤0.01%
9,523
-35
1328
$479K ﹤0.01%
28,630
1329
$478K ﹤0.01%
9,400
-1,000
1330
$478K ﹤0.01%
5,834
+76
1331
$478K ﹤0.01%
12,807
+5
1332
$475K ﹤0.01%
4,227
+146
1333
$474K ﹤0.01%
28,565
+7,082
1334
$473K ﹤0.01%
10,340
1335
$472K ﹤0.01%
19,122
-2,567
1336
$471K ﹤0.01%
9,457
+334
1337
$471K ﹤0.01%
12,946
-967
1338
$471K ﹤0.01%
5,333
+187
1339
$471K ﹤0.01%
6,762
-133
1340
$471K ﹤0.01%
26,378
+2,814
1341
$470K ﹤0.01%
4,595
-563
1342
$470K ﹤0.01%
6,103
-148
1343
$469K ﹤0.01%
8,858
+357
1344
$469K ﹤0.01%
21,017
+4,340
1345
$468K ﹤0.01%
265
+1
1346
$468K ﹤0.01%
18,892
-7
1347
$467K ﹤0.01%
18,957
+1,183
1348
$466K ﹤0.01%
16,115
-1,528
1349
$466K ﹤0.01%
8,692
-75
1350
$464K ﹤0.01%
4,237
-2,058
52 53
54
55 56