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
2026
$30K ﹤0.01%
182
-2
2027
$30K ﹤0.01%
10,030
2028
$29K ﹤0.01%
24,035
-1
2029
$27K ﹤0.01%
+109
2030
$27K ﹤0.01%
+21,186
2031
$24K ﹤0.01%
13
2032
$23K ﹤0.01%
+11,048
2033
$23K ﹤0.01%
18,942
+5,600
2034
$23K ﹤0.01%
154
2035
$22K ﹤0.01%
1,403
+167
2036
$21K ﹤0.01%
381
-75
2037
$21K ﹤0.01%
16,531
-1
2038
$20K ﹤0.01%
+1,166
2039
$18K ﹤0.01%
1,977
2040
$18K ﹤0.01%
11,700
2041
$17K ﹤0.01%
15,000
+2,000
2042
$17K ﹤0.01%
374
-2
2043
$16K ﹤0.01%
2
2044
$14K ﹤0.01%
22
2045
$14K ﹤0.01%
19
2046
$14K ﹤0.01%
873
-5
2047
$13K ﹤0.01%
174
2048
$13K ﹤0.01%
+314
2049
$11K ﹤0.01%
52
2050
$11K ﹤0.01%
595
80 81
82
83 84