CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
276
iShares Core S&P Small-Cap ETF
IJR
$92.2B
$741K 0.05%
6,162
-1,238
XLY icon
277
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$734K 0.05%
6,144
-12,556
RSG icon
278
Republic Services
RSG
$69B
$733K 0.05%
3,460
+265
NSC icon
279
Norfolk Southern
NSC
$67B
$727K 0.05%
2,518
THRO
280
iShares U.S. Thematic Rotation Active ETF
THRO
$7.37B
$719K 0.05%
18,639
+770
WPM icon
281
Wheaton Precious Metals
WPM
$68.5B
$716K 0.05%
6,092
-284
SCHA icon
282
Schwab U.S Small- Cap ETF
SCHA
$20B
$710K 0.04%
24,918
+1,781
AIRR icon
283
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.32B
$701K 0.04%
7,129
-11,776
FTF
284
Franklin Limited Duration Income Trust
FTF
$240M
$691K 0.04%
112,391
-25,612
FPE icon
285
First Trust Preferred Securities and Income ETF
FPE
$6.43B
$679K 0.04%
37,242
-134
CALF icon
286
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.34B
$678K 0.04%
15,278
+108
QVMT
287
Invesco S&P 500 Concentrated QVM ETF
QVMT
$129M
$675K 0.04%
11,825
+2,376
IAGG icon
288
iShares Core International Aggregate Bond Fund
IAGG
$12.3B
$674K 0.04%
13,478
-127
BOND icon
289
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.6B
$673K 0.04%
7,229
+85
IJS icon
290
iShares S&P Small-Cap 600 Value ETF
IJS
$7.28B
$673K 0.04%
5,916
-170
IYK icon
291
iShares US Consumer Staples ETF
IYK
$1.29B
$661K 0.04%
9,874
+911
VDC icon
292
Vanguard Consumer Staples ETF
VDC
$8.02B
$655K 0.04%
3,102
+135
XSVM icon
293
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$563M
$652K 0.04%
11,404
+620
BIV icon
294
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$650K 0.04%
8,347
+621
KORP icon
295
American Century Diversified Corporate Bond ETF
KORP
$755M
$649K 0.04%
13,745
+184
PJUL icon
296
Innovator US Equity Power Buffer ETF July
PJUL
$994M
$649K 0.04%
13,980
VTES icon
297
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.76B
$637K 0.04%
6,266
-31,349
XLSR icon
298
State Street US Sector Rotation ETF
XLSR
$908M
$636K 0.04%
10,209
+1,029
CMI icon
299
Cummins
CMI
$77.2B
$628K 0.04%
1,230
+84
VOOV icon
300
Vanguard S&P 500 Value ETF
VOOV
$6.11B
$613K 0.04%
2,991
-38
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