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
1401
$425K ﹤0.01%
2,161
1402
$424K ﹤0.01%
4,795
+21
1403
$424K ﹤0.01%
11,428
+2,372
1404
$424K ﹤0.01%
3,126
+272
1405
$423K ﹤0.01%
3,218
+550
1406
$422K ﹤0.01%
5,318
+190
1407
$421K ﹤0.01%
16,249
1408
$421K ﹤0.01%
11,377
1409
$420K ﹤0.01%
5,457
-927
1410
$420K ﹤0.01%
10,574
-734
1411
$420K ﹤0.01%
7,548
-440
1412
$420K ﹤0.01%
13,346
+1,621
1413
$419K ﹤0.01%
4,797
+637
1414
$419K ﹤0.01%
85,844
-32,122
1415
$418K ﹤0.01%
6,828
+1
1416
$417K ﹤0.01%
3,194
+153
1417
$417K ﹤0.01%
21,629
+2,906
1418
$417K ﹤0.01%
16,930
1419
$416K ﹤0.01%
5,690
+426
1420
$415K ﹤0.01%
10,118
-373
1421
$412K ﹤0.01%
5,524
-91
1422
$411K ﹤0.01%
5,922
1423
$411K ﹤0.01%
11,395
-1,550
1424
$411K ﹤0.01%
85,545
-122
1425
$409K ﹤0.01%
10,682
-132
55 56
57
58 59