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
1676
$277K ﹤0.01%
6,604
-1,299
1677
$276K ﹤0.01%
3,911
1678
$276K ﹤0.01%
7,837
+1,352
1679
$275K ﹤0.01%
1,764
-25
1680
$275K ﹤0.01%
1,343
+112
1681
$275K ﹤0.01%
11,281
+67
1682
$274K ﹤0.01%
4,534
-450
1683
$274K ﹤0.01%
+10,830
1684
$273K ﹤0.01%
46,529
+1,058
1685
$273K ﹤0.01%
11,100
+25
1686
$273K ﹤0.01%
12,800
1687
$273K ﹤0.01%
6,693
+790
1688
$272K ﹤0.01%
11,314
-637
1689
$272K ﹤0.01%
+1,315
1690
$271K ﹤0.01%
2,497
+466
1691
$271K ﹤0.01%
1,559
+4
1692
$271K ﹤0.01%
+862
1693
$270K ﹤0.01%
8,638
+38
1694
$267K ﹤0.01%
5,064
+701
1695
$267K ﹤0.01%
23,835
1696
$266K ﹤0.01%
6,287
-166
1697
$266K ﹤0.01%
3,766
-27
1698
$266K ﹤0.01%
1,459
1699
$265K ﹤0.01%
500
1700
$265K ﹤0.01%
11,484
66 67
68
69 70