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
1701
$263K ﹤0.01%
+1,059
1702
$263K ﹤0.01%
6,113
-68
1703
$263K ﹤0.01%
27,039
+6,929
1704
$262K ﹤0.01%
6,145
+951
1705
$262K ﹤0.01%
2,315
-282
1706
$262K ﹤0.01%
28,032
-31,672
1707
$262K ﹤0.01%
16,501
+180
1708
$261K ﹤0.01%
+10,562
1709
$261K ﹤0.01%
4,272
-366
1710
$259K ﹤0.01%
5,322
-817
1711
$259K ﹤0.01%
6,356
+23
1712
$259K ﹤0.01%
3,149
1713
$258K ﹤0.01%
+16,000
1714
$257K ﹤0.01%
16,962
1715
$257K ﹤0.01%
+6,542
1716
$257K ﹤0.01%
1,290
-86
1717
$257K ﹤0.01%
5,150
-556
1718
$257K ﹤0.01%
+14,099
1719
$257K ﹤0.01%
6,342
-1,682
1720
$256K ﹤0.01%
7,162
-259
1721
$256K ﹤0.01%
+3,189
1722
$256K ﹤0.01%
13,533
1723
$256K ﹤0.01%
7,594
+367
1724
$256K ﹤0.01%
15,554
+4,890
1725
$255K ﹤0.01%
6,461
67 68
69
70 71