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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.02M
3
+$5.02M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$4.95M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$4.71M

Top Sells

1
+$8.35M
2
+$4.12M
3
+$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
HighPeak Energy
HPK
+$2.87M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.63%
3 Consumer Discretionary 2.56%
4 Industrials 1.8%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
226
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.02M 0.06%
11,152
-1,495
COWG icon
227
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.27B
$1.02M 0.06%
28,916
+327
EMR icon
228
Emerson Electric
EMR
$79.8B
$1.01M 0.06%
7,640
+691
XLC icon
229
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$1.01M 0.06%
8,583
-35,783
PANW icon
230
Palo Alto Networks
PANW
$212B
$998K 0.06%
5,418
+732
AVEM icon
231
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$988K 0.06%
12,834
+6,330
BAC icon
232
Bank of America
BAC
$386B
$979K 0.06%
17,793
-828
SILA
233
Sila Realty Trust
SILA
$1.67B
$978K 0.06%
41,949
-5,806
WMT icon
234
Walmart Inc
WMT
$946B
$972K 0.06%
8,728
+1,386
MCD icon
235
McDonald's
MCD
$201B
$967K 0.06%
3,163
+557
JNJ icon
236
Johnson & Johnson
JNJ
$571B
$959K 0.06%
4,636
+67
NOCT icon
237
Innovator Growth-100 Power Buffer ETF October
NOCT
$232M
$938K 0.06%
16,200
+450
AGZ icon
238
iShares Agency Bond ETF
AGZ
$549M
$933K 0.06%
8,466
-12
FSCO
239
FS Credit Opportunities Corp
FSCO
$961M
$929K 0.06%
147,452
+4,828
NOC icon
240
Northrop Grumman
NOC
$77.9B
$922K 0.06%
1,617
+80
ATO icon
241
Atmos Energy
ATO
$28B
$915K 0.06%
5,459
+199
BND icon
242
Vanguard Total Bond Market
BND
$156B
$893K 0.06%
12,060
+4,890
GLDM icon
243
SPDR Gold MiniShares Trust
GLDM
$28.9B
$893K 0.06%
10,457
+1,012
MTUM icon
244
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$889K 0.06%
3,550
+13
ED icon
245
Consolidated Edison
ED
$39.2B
$860K 0.05%
8,660
-365
XLI icon
246
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$853K 0.05%
5,497
-4,092
SYY icon
247
Sysco
SYY
$37.1B
$849K 0.05%
11,524
-1,337
USB icon
248
US Bancorp
USB
$87.3B
$849K 0.05%
15,907
-43,152
O icon
249
Realty Income
O
$57.1B
$847K 0.05%
15,019
+2,030
NAPR icon
250
Innovator Growth-100 Power Buffer ETF April
NAPR
$213M
$833K 0.05%
15,520
8 9
10
11 12