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
1426
$409K ﹤0.01%
11,974
-1,739
1427
$408K ﹤0.01%
32,230
-22,610
1428
$408K ﹤0.01%
2,328
+293
1429
$407K ﹤0.01%
15,765
1430
$405K ﹤0.01%
6,804
+1,637
1431
$405K ﹤0.01%
+10,660
1432
$404K ﹤0.01%
4,875
-13
1433
$403K ﹤0.01%
+5,054
1434
$402K ﹤0.01%
7,319
-936
1435
$402K ﹤0.01%
74,345
-1,324
1436
$400K ﹤0.01%
13,035
+404
1437
$400K ﹤0.01%
11,196
-943
1438
$399K ﹤0.01%
1,663
+74
1439
$398K ﹤0.01%
2,229
+112
1440
$398K ﹤0.01%
17,918
-4,142
1441
$397K ﹤0.01%
17,214
1442
$396K ﹤0.01%
5,710
-346
1443
$396K ﹤0.01%
+7,703
1444
$394K ﹤0.01%
474
-187
1445
$394K ﹤0.01%
15,153
+135
1446
$394K ﹤0.01%
44,774
-1,939
1447
$392K ﹤0.01%
11,690
+300
1448
$392K ﹤0.01%
5,059
+308
1449
$392K ﹤0.01%
3,495
-1,526
1450
$391K ﹤0.01%
2,197
-129
56 57
58
59 60