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
1801
$223K ﹤0.01%
+8,105
1802
$223K ﹤0.01%
+4,784
1803
$222K ﹤0.01%
5,312
1804
$222K ﹤0.01%
15,418
1805
$222K ﹤0.01%
2,745
-205
1806
$222K ﹤0.01%
5,007
-797
1807
$221K ﹤0.01%
+8,020
1808
$221K ﹤0.01%
+538
1809
$221K ﹤0.01%
4,856
-267
1810
$221K ﹤0.01%
1,337
+55
1811
$220K ﹤0.01%
6,230
+107
1812
$220K ﹤0.01%
5,223
1813
$220K ﹤0.01%
+17,949
1814
$219K ﹤0.01%
9,910
-18,884
1815
$219K ﹤0.01%
3,294
+3
1816
$218K ﹤0.01%
5,586
1817
$218K ﹤0.01%
17,066
-8,879
1818
$218K ﹤0.01%
2,346
-42
1819
$217K ﹤0.01%
+1,592
1820
$217K ﹤0.01%
+3,676
1821
$217K ﹤0.01%
1,846
1822
$217K ﹤0.01%
+14,188
1823
$216K ﹤0.01%
+8,064
1824
$216K ﹤0.01%
6,576
-1,782
1825
$215K ﹤0.01%
+1,761
71 72
73
74 75