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
1976
$72K ﹤0.01%
+11,270
1977
$69K ﹤0.01%
16,002
1978
$67K ﹤0.01%
16,814
1979
$65K ﹤0.01%
1,206
+89
1980
$65K ﹤0.01%
+10,046
1981
$65K ﹤0.01%
+10,139
1982
$63K ﹤0.01%
1,116
+426
1983
$61K ﹤0.01%
10,338
1984
$60K ﹤0.01%
10,340
-400
1985
$60K ﹤0.01%
10,670
-10,050
1986
$59K ﹤0.01%
+12,701
1987
$58K ﹤0.01%
23,581
-1,977
1988
$58K ﹤0.01%
+15,972
1989
$58K ﹤0.01%
1,355
+691
1990
$56K ﹤0.01%
13,027
1991
$55K ﹤0.01%
17,953
+1,000
1992
$53K ﹤0.01%
13,499
-4,211
1993
$53K ﹤0.01%
1,595
1994
$53K ﹤0.01%
49
-6
1995
$51K ﹤0.01%
11,940
-51
1996
$51K ﹤0.01%
12,112
-2
1997
$51K ﹤0.01%
16,160
1998
$50K ﹤0.01%
+20,000
1999
$49K ﹤0.01%
7,500
+5,000
2000
$48K ﹤0.01%
33,087
78 79
80
81 82