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
HOOD icon
501
Robinhood
HOOD
$70.4B
$172K 0.01%
1,517
+202
JEPI icon
502
JPMorgan Equity Premium Income ETF
JEPI
$43.7B
$171K 0.01%
2,989
+60
NFEB
503
Innovator Growth-100 Power Buffer ETF - February
NFEB
$73.6M
$171K 0.01%
6,100
TLH icon
504
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$171K 0.01%
1,678
-39
WMS icon
505
Advanced Drainage Systems
WMS
$11.4B
$170K 0.01%
1,175
+188
MTBA icon
506
Simplify MBS ETF
MTBA
$1.7B
$170K 0.01%
3,365
+22
TMUS icon
507
T-Mobile US
TMUS
$237B
$170K 0.01%
835
-1
SCHD icon
508
Schwab US Dividend Equity ETF
SCHD
$83.9B
$169K 0.01%
6,179
-55,685
CVS icon
509
CVS Health
CVS
$96.5B
$168K 0.01%
2,123
BMY icon
510
Bristol-Myers Squibb
BMY
$122B
$168K 0.01%
3,123
+1,990
DXJ icon
511
WisdomTree Japan Hedged Equity Fund
DXJ
$6.22B
$168K 0.01%
1,166
+37
SIXJ icon
512
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$146M
$167K 0.01%
4,881
-772
TECL icon
513
Direxion Daily Technology Bull 3x ETF
TECL
$3.52B
$167K 0.01%
1,423
SPLB icon
514
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.25B
$166K 0.01%
7,366
+3,237
MINO icon
515
PIMCO Municipal Income Opportunities Active ETF
MINO
$536M
$165K 0.01%
3,647
+1,049
SHY icon
516
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$165K 0.01%
1,991
+664
NEM icon
517
Newmont
NEM
$125B
$164K 0.01%
1,647
+100
EELV icon
518
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$435M
$164K 0.01%
5,985
+5,435
NYM
519
AB New York Intermediate Municipal ETF
NYM
$1.31B
$164K 0.01%
+6,564
FTGC icon
520
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.36B
$164K 0.01%
7,061
+5,415
IDCC icon
521
InterDigital
IDCC
$9.4B
$164K 0.01%
515
QQQM icon
522
Invesco NASDAQ 100 ETF
QQQM
$71B
$164K 0.01%
648
-415
DOC icon
523
Healthpeak Properties
DOC
$11.8B
$163K 0.01%
10,165
+576
BDX icon
524
Becton Dickinson
BDX
$46.4B
$163K 0.01%
840
+501
WTTR icon
525
Select Water Solutions
WTTR
$1.65B
$162K 0.01%
15,428
+2,307
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