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
1476
$380K ﹤0.01%
2,710
+1,561
1477
$380K ﹤0.01%
41,649
-1,892
1478
$377K ﹤0.01%
11,053
-1,690
1479
$376K ﹤0.01%
5,687
-647
1480
$374K ﹤0.01%
11,136
-14
1481
$374K ﹤0.01%
25,359
-7,841
1482
$373K ﹤0.01%
7,603
1483
$372K ﹤0.01%
+12,212
1484
$372K ﹤0.01%
5,502
1485
$370K ﹤0.01%
11,008
1486
$370K ﹤0.01%
8,681
-8,911
1487
$370K ﹤0.01%
4,379
-2,250
1488
$368K ﹤0.01%
15,127
+1,826
1489
$368K ﹤0.01%
15,621
+257
1490
$367K ﹤0.01%
6,559
-1,375
1491
$363K ﹤0.01%
15,166
-750
1492
$363K ﹤0.01%
6,886
+1,160
1493
$363K ﹤0.01%
2,808
+248
1494
$362K ﹤0.01%
33,766
+5,506
1495
$362K ﹤0.01%
10,554
-2,067
1496
$362K ﹤0.01%
2,657
+12
1497
$362K ﹤0.01%
7,494
-630
1498
$361K ﹤0.01%
42,741
+25
1499
$360K ﹤0.01%
5,274
1500
$360K ﹤0.01%
2,639
-11
58 59
60
61 62