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
1851
$207K ﹤0.01%
+5,764
1852
$206K ﹤0.01%
2,198
-40,189
1853
$206K ﹤0.01%
11,315
-82
1854
$206K ﹤0.01%
17,448
-17,152
1855
$205K ﹤0.01%
+14,555
1856
$205K ﹤0.01%
+7,832
1857
$205K ﹤0.01%
2,102
+15
1858
$204K ﹤0.01%
+5,601
1859
$204K ﹤0.01%
2,335
1860
$204K ﹤0.01%
+7,143
1861
$203K ﹤0.01%
8,821
-997
1862
$203K ﹤0.01%
+17,544
1863
$202K ﹤0.01%
+2,501
1864
$202K ﹤0.01%
+1,702
1865
$202K ﹤0.01%
+3,870
1866
$201K ﹤0.01%
9,330
-629
1867
$201K ﹤0.01%
5,506
1868
$201K ﹤0.01%
8,881
+1
1869
$201K ﹤0.01%
4,655
-160
1870
$201K ﹤0.01%
+1,754
1871
$201K ﹤0.01%
1,551
+3
1872
$201K ﹤0.01%
30,050
+19,980
1873
$199K ﹤0.01%
19,650
1874
$198K ﹤0.01%
+11,145
1875
$198K ﹤0.01%
12,431
73 74
75
76 77