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
1551
$333K ﹤0.01%
+17,857
1552
$333K ﹤0.01%
4,294
-963
1553
$332K ﹤0.01%
19,097
-847
1554
$332K ﹤0.01%
+6,307
1555
$332K ﹤0.01%
+10,425
1556
$331K ﹤0.01%
19,493
+5,021
1557
$330K ﹤0.01%
2,179
-1,344
1558
$329K ﹤0.01%
9,017
+2,527
1559
$328K ﹤0.01%
5,462
+1,078
1560
$327K ﹤0.01%
+29,417
1561
$327K ﹤0.01%
3,353
+23
1562
$327K ﹤0.01%
6,700
-35
1563
$326K ﹤0.01%
17,332
+1,608
1564
$326K ﹤0.01%
10,005
-182
1565
$326K ﹤0.01%
1,343
-340
1566
$325K ﹤0.01%
47,827
+993
1567
$324K ﹤0.01%
10,863
-192
1568
$323K ﹤0.01%
+1,450
1569
$323K ﹤0.01%
10,159
-1,200
1570
$323K ﹤0.01%
4,153
-242
1571
$323K ﹤0.01%
6,590
-1,938
1572
$323K ﹤0.01%
15,318
1573
$323K ﹤0.01%
3,377
+35
1574
$322K ﹤0.01%
6,763
+265
1575
$321K ﹤0.01%
21,929
-2,471
61 62
63
64 65