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
RSPM icon
401
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$173M
$295K 0.02%
8,653
-8,020
IEUR icon
402
iShares Core MSCI Europe ETF
IEUR
$7.23B
$294K 0.02%
4,143
+424
DGRW icon
403
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.9B
$294K 0.02%
3,285
-140
EMB icon
404
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.4B
$293K 0.02%
3,046
+185
LVHI icon
405
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.54B
$290K 0.02%
7,888
-222
EPD icon
406
Enterprise Products Partners
EPD
$79.4B
$290K 0.02%
9,039
-35,325
SCCO icon
407
Southern Copper
SCCO
$162B
$289K 0.02%
2,030
+45
MRVL icon
408
Marvell Technology
MRVL
$81.5B
$287K 0.02%
3,378
+167
FTEC icon
409
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$284K 0.02%
1,262
+67
AGNC icon
410
AGNC Investment
AGNC
$11.9B
$283K 0.02%
26,386
+8,275
EBND icon
411
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.34B
$280K 0.02%
13,107
+401
NUE icon
412
Nucor
NUE
$38.8B
$279K 0.02%
1,710
-474
SCYB icon
413
Schwab High Yield Bond ETF
SCYB
$2.38B
$279K 0.02%
10,554
+816
IXP icon
414
iShares Global Comm Services ETF
IXP
$637M
$277K 0.02%
2,284
IXUS icon
415
iShares Core MSCI Total International Stock ETF
IXUS
$53.8B
$276K 0.02%
3,261
+3,226
MDY icon
416
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
$276K 0.02%
457
-4
HWM icon
417
Howmet Aerospace
HWM
$102B
$271K 0.02%
1,322
+617
YSEP icon
418
FT Vest International Equity Buffer ETF September
YSEP
$124M
$268K 0.02%
10,320
+8,536
AGGY icon
419
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$890M
$267K 0.02%
6,058
-42
IGF icon
420
iShares Global Infrastructure ETF
IGF
$9.97B
$266K 0.02%
4,333
+53
PAMC icon
421
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$58.5M
$262K 0.02%
5,629
+683
SHW icon
422
Sherwin-Williams
SHW
$81.8B
$261K 0.02%
804
-45
AMRZ
423
Amrize Ltd
AMRZ
$32.7B
$256K 0.02%
4,738
+4,722
DIS icon
424
Walt Disney
DIS
$179B
$255K 0.02%
2,243
+105
GRC icon
425
Gorman-Rupp
GRC
$1.61B
$254K 0.02%
5,329
-4,155
15 16
17
18 19