CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.6M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1
+$40.2M
2
+$14.3M
3
+$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
551
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.2B
$168K 0.01%
2,676
-226
MTBA icon
552
Simplify MBS ETF
MTBA
$1.68B
$168K 0.01%
3,387
+22
VTC icon
553
Vanguard Total Corporate Bond ETF
VTC
$1.65B
$167K 0.01%
2,174
+1,004
SO icon
554
Southern Company
SO
$106B
$167K 0.01%
1,730
-5
AMRZ
555
Amrize Ltd
AMRZ
$32.2B
$167K 0.01%
2,979
-1,759
CVS icon
556
CVS Health
CVS
$101B
$167K 0.01%
2,322
+199
NYM
557
AB New York Intermediate Municipal ETF
NYM
$1.3B
$167K 0.01%
6,681
+117
FSK icon
558
FS KKR Capital
FSK
$2.94B
$165K 0.01%
16,246
-457
RWO icon
559
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.22B
$165K 0.01%
3,611
+74
HON icon
560
Honeywell
HON
$134B
$164K 0.01%
727
-77
OR icon
561
OR Royalties Inc
OR
$7.3B
$163K 0.01%
+4,290
ARM icon
562
Arm
ARM
$229B
$163K 0.01%
1,077
UTG icon
563
Reaves Utility Income Fund
UTG
$3.87B
$163K 0.01%
4,142
+5
JEF icon
564
Jefferies Financial Group
JEF
$9.79B
$162K 0.01%
3,915
+477
FENY icon
565
Fidelity MSCI Energy Index ETF
FENY
$1.96B
$161K 0.01%
4,722
+2
NDEC
566
Innovator Growth-100 Power Buffer ETF - December
NDEC
$79.6M
$160K 0.01%
5,950
+175
NET icon
567
Cloudflare
NET
$74.9B
$160K 0.01%
774
-2
HSY icon
568
Hershey
HSY
$37.9B
$159K 0.01%
767
+5
PAVE icon
569
Global X US Infrastructure Development ETF
PAVE
$13B
$159K 0.01%
3,134
+24
ALAI icon
570
Alger AI Enablers & Adopters ETF
ALAI
$357M
$159K 0.01%
4,816
+4,741
VABS icon
571
Virtus Newfleet ABS/MBS ETF
VABS
$78.7M
$159K 0.01%
6,567
-189,903
PALL icon
572
abrdn Physical Palladium Shares ETF
PALL
$800M
$159K 0.01%
1,178
+487
IWB icon
573
iShares Russell 1000 ETF
IWB
$46B
$158K 0.01%
444
+38
ADBE icon
574
Adobe
ADBE
$96.9B
$158K 0.01%
650
+29
HCA icon
575
HCA Healthcare
HCA
$99.8B
$157K 0.01%
332
+54
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