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
1826
$215K ﹤0.01%
+4,442
1827
$215K ﹤0.01%
31,845
+442
1828
$215K ﹤0.01%
5,373
1829
$215K ﹤0.01%
+9,387
1830
$214K ﹤0.01%
+3,290
1831
$214K ﹤0.01%
58,009
+7,441
1832
$213K ﹤0.01%
9,554
-100
1833
$212K ﹤0.01%
83,239
+29,824
1834
$212K ﹤0.01%
+13,284
1835
$212K ﹤0.01%
2,209
-356
1836
$211K ﹤0.01%
+6,120
1837
$210K ﹤0.01%
+3,957
1838
$210K ﹤0.01%
+14,907
1839
$210K ﹤0.01%
1,208
-320
1840
$210K ﹤0.01%
2,100
+107
1841
$210K ﹤0.01%
+4,158
1842
$209K ﹤0.01%
4,158
-1,598
1843
$209K ﹤0.01%
+3,550
1844
$209K ﹤0.01%
1,649
-151
1845
$209K ﹤0.01%
+5,310
1846
$208K ﹤0.01%
+4,714
1847
$207K ﹤0.01%
+2,042
1848
$207K ﹤0.01%
+7,056
1849
$207K ﹤0.01%
14,854
-98,500
1850
$207K ﹤0.01%
+4,250
72 73
74
75 76