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
CEG icon
326
Constellation Energy
CEG
$115B
$497K 0.03%
1,406
-27
LGLV icon
327
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
$495K 0.03%
2,819
-718
VV icon
328
Vanguard Large-Cap ETF
VV
$47B
$493K 0.03%
1,566
+8
FISR icon
329
State Street Fixed Income Sector Rotation ETF
FISR
$358M
$493K 0.03%
19,025
+796
SRLN icon
330
State Street Blackstone Senior Loan ETF
SRLN
$5.16B
$493K 0.03%
11,943
+988
VOOG icon
331
Vanguard S&P 500 Growth ETF
VOOG
$21.9B
$492K 0.03%
1,106
GRPM icon
332
Invesco S&P MidCap 400 GARP ETF
GRPM
$474M
$489K 0.03%
4,075
+834
GE icon
333
GE Aerospace
GE
$342B
$479K 0.03%
1,556
+37
VTWO icon
334
Vanguard Russell 2000 ETF
VTWO
$14.1B
$478K 0.03%
4,800
+389
IEF icon
335
iShares 7-10 Year Treasury Bond ETF
IEF
$48.3B
$468K 0.03%
4,868
-637
UCON icon
336
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$464K 0.03%
18,418
-4,062
IBB icon
337
iShares Biotechnology ETF
IBB
$8.54B
$462K 0.03%
2,740
+636
BLOK icon
338
Amplify Blockchain Technology ETF
BLOK
$1B
$455K 0.03%
7,997
+294
SPMD icon
339
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$451K 0.03%
7,790
+687
WCLD icon
340
WisdomTree Cloud Computing Fund
WCLD
$266M
$451K 0.03%
12,882
+737
FUTY icon
341
Fidelity MSCI Utilities Index ETF
FUTY
$2.43B
$450K 0.03%
8,154
+545
AIQ icon
342
Global X Artificial Intelligence & Technology ETF
AIQ
$7.75B
$445K 0.03%
8,752
+772
XLP icon
343
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.9B
$441K 0.03%
5,673
-9,049
SCHV icon
344
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$438K 0.03%
14,785
-99
AEP icon
345
American Electric Power
AEP
$71.6B
$436K 0.03%
3,782
+597
XME icon
346
State Street SPDR S&P Metals & Mining ETF
XME
$4.45B
$436K 0.03%
4,204
-28,827
BSV icon
347
Vanguard Short-Term Bond ETF
BSV
$43.9B
$435K 0.03%
5,523
-421
AG icon
348
First Majestic Silver
AG
$13.2B
$422K 0.03%
25,322
+17,552
WCBR icon
349
WisdomTree Cybersecurity Fund
WCBR
$77.5M
$422K 0.03%
15,142
+939
PH icon
350
Parker-Hannifin
PH
$120B
$421K 0.03%
479
-147
12 13
14
15 16