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
1876
$198K ﹤0.01%
10,613
+40
1877
$195K ﹤0.01%
100,000
1878
$193K ﹤0.01%
11,842
+349
1879
$193K ﹤0.01%
13,530
-1,799
1880
$192K ﹤0.01%
10,091
-1,992
1881
$192K ﹤0.01%
+17,495
1882
$189K ﹤0.01%
10,043
+359
1883
$188K ﹤0.01%
20,751
1884
$187K ﹤0.01%
67,662
-146
1885
$185K ﹤0.01%
11,451
-6,501
1886
$183K ﹤0.01%
+14,252
1887
$181K ﹤0.01%
4,010
-635
1888
$181K ﹤0.01%
+10,172
1889
$180K ﹤0.01%
70,781
-6,987
1890
$178K ﹤0.01%
11,992
-384
1891
$177K ﹤0.01%
+11,078
1892
$174K ﹤0.01%
68
1893
$172K ﹤0.01%
12,160
-1,080
1894
$171K ﹤0.01%
22,470
1895
$169K ﹤0.01%
37,047
-10,983
1896
$169K ﹤0.01%
2,003
1897
$169K ﹤0.01%
41,103
+4,893
1898
$168K ﹤0.01%
21,459
+2,845
1899
$167K ﹤0.01%
16,100
1900
$166K ﹤0.01%
+19,850
74 75
76
77 78