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
1376
$452K ﹤0.01%
12,192
+455
1377
$452K ﹤0.01%
14,303
-6,235
1378
$451K ﹤0.01%
3,443
+340
1379
$449K ﹤0.01%
23,204
1380
$448K ﹤0.01%
16,643
-1,452
1381
$448K ﹤0.01%
22,860
+90
1382
$447K ﹤0.01%
7,407
+2,500
1383
$447K ﹤0.01%
1,023
+42
1384
$447K ﹤0.01%
2,696
-482
1385
$445K ﹤0.01%
666
+78
1386
$445K ﹤0.01%
12,495
-1,552
1387
$443K ﹤0.01%
61,670
+10,636
1388
$440K ﹤0.01%
9,119
-64
1389
$439K ﹤0.01%
9,181
+2,758
1390
$436K ﹤0.01%
23,781
+7,791
1391
$436K ﹤0.01%
5,082
+2,138
1392
$436K ﹤0.01%
7,451
+2,336
1393
$434K ﹤0.01%
7,118
-7
1394
$434K ﹤0.01%
11,770
+10
1395
$430K ﹤0.01%
4,666
+393
1396
$428K ﹤0.01%
5,451
-581
1397
$427K ﹤0.01%
4,148
+227
1398
$427K ﹤0.01%
4,422
+200
1399
$426K ﹤0.01%
7,411
+66
1400
$426K ﹤0.01%
31,221
-4,071
54 55
56
57 58