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
GRID icon
526
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.86B
$161K 0.01%
1,054
+2
FELG icon
527
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.59B
$161K 0.01%
3,856
+985
IWP icon
528
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$160K 0.01%
1,171
NDEC
529
Innovator Growth-100 Power Buffer ETF - December
NDEC
$67.8M
$160K 0.01%
5,775
+2,000
SLYG icon
530
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4B
$160K 0.01%
1,698
-528
XAR icon
531
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.22B
$159K 0.01%
660
-93
RWO icon
532
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.19B
$159K 0.01%
3,537
+291
JSMD icon
533
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$821M
$159K 0.01%
1,943
-300
MS icon
534
Morgan Stanley
MS
$255B
$158K 0.01%
890
+372
FTS icon
535
Fortis
FTS
$29.1B
$157K 0.01%
3,031
-1,960
HON icon
536
Honeywell
HON
$152B
$157K 0.01%
804
-2
USFR icon
537
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$157K 0.01%
3,115
+2,020
SGOV icon
538
iShares 0-3 Month Treasury Bond ETF
SGOV
$76.3B
$156K 0.01%
1,557
+468
RCL icon
539
Royal Caribbean
RCL
$77.5B
$155K 0.01%
557
-40
SAUG icon
540
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$95.7M
$155K 0.01%
6,077
-93
SCHQ icon
541
Schwab Long-Term US Treasury ETF
SCHQ
$923M
$153K 0.01%
4,833
+29
VCLT icon
542
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.57B
$153K 0.01%
2,019
+896
NET icon
543
Cloudflare
NET
$75B
$153K 0.01%
776
+25
PAYX icon
544
Paychex
PAYX
$33.7B
$152K 0.01%
1,359
+11
PSX icon
545
Phillips 66
PSX
$67.9B
$152K 0.01%
1,180
-4
IWB icon
546
iShares Russell 1000 ETF
IWB
$45.2B
$152K 0.01%
406
-52
UTG icon
547
Reaves Utility Income Fund
UTG
$3.66B
$151K 0.01%
4,137
+5
SO icon
548
Southern Company
SO
$108B
$151K 0.01%
1,735
+392
AIS
549
VistaShares Artificial Intelligence Supercycle ETF
AIS
$188M
$151K 0.01%
+4,000
JANW icon
550
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$333M
$151K 0.01%
4,067
-724
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22
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