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
1751
$247K ﹤0.01%
11,341
+402
1752
$247K ﹤0.01%
25,000
1753
$246K ﹤0.01%
10,786
-1,172
1754
$246K ﹤0.01%
+5,139
1755
$246K ﹤0.01%
4,574
+329
1756
$245K ﹤0.01%
+5,256
1757
$245K ﹤0.01%
+3,237
1758
$245K ﹤0.01%
10,210
-1
1759
$244K ﹤0.01%
+1,072
1760
$244K ﹤0.01%
2,374
-124
1761
$244K ﹤0.01%
5,590
-925
1762
$243K ﹤0.01%
8,394
1763
$242K ﹤0.01%
2,083
-12
1764
$242K ﹤0.01%
19,171
-681
1765
$241K ﹤0.01%
14,214
+6,162
1766
$241K ﹤0.01%
+781
1767
$241K ﹤0.01%
9,868
+81
1768
$240K ﹤0.01%
4,525
+63
1769
$240K ﹤0.01%
5,148
+63
1770
$239K ﹤0.01%
2,327
+118
1771
$239K ﹤0.01%
+4,696
1772
$239K ﹤0.01%
2,600
1773
$239K ﹤0.01%
5,082
+106
1774
$238K ﹤0.01%
2,895
-7
1775
$238K ﹤0.01%
17,956
69 70
71
72 73