Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.9B
AUM Growth
-$21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,068
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$171M
3
+$160M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$147M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$105M

Top Sells

1
+$105M
2
+$78.8M
3
+$68.3M
4
AMZN icon
Amazon
AMZN
+$39.8M
5
PEP icon
PepsiCo
PEP
+$38.6M

Sector Composition

1 Technology 8.19%
2 Financials 4.43%
3 Consumer Discretionary 2.64%
4 Healthcare 2.52%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$405K ﹤0.01%
+8,573
1852
$404K ﹤0.01%
17,682
+3,320
1853
$403K ﹤0.01%
10,110
+361
1854
$403K ﹤0.01%
14,358
+2,018
1855
$402K ﹤0.01%
8,993
+9
1856
$401K ﹤0.01%
12,998
-1,525
1857
$401K ﹤0.01%
11,260
-1,063
1858
$400K ﹤0.01%
8,702
-14,222
1859
$400K ﹤0.01%
+17,988
1860
$400K ﹤0.01%
7,998
-1,555
1861
$400K ﹤0.01%
2,199
+136
1862
$399K ﹤0.01%
4,552
+420
1863
$399K ﹤0.01%
+4,074
1864
$398K ﹤0.01%
9,221
+1,927
1865
$397K ﹤0.01%
18,669
+7,159
1866
$397K ﹤0.01%
2,620
+208
1867
$396K ﹤0.01%
6,584
-37,732
1868
$396K ﹤0.01%
18,661
-2,785
1869
$396K ﹤0.01%
+1,251
1870
$396K ﹤0.01%
7,761
+265
1871
$395K ﹤0.01%
9,504
+3,741
1872
$395K ﹤0.01%
4,119
1873
$395K ﹤0.01%
14,400
-1,726
1874
$395K ﹤0.01%
2,262
-150
1875
$395K ﹤0.01%
5,707
+1,403
73 74
75
76 77