CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Return 10.76%
This Quarter Return
+6.71%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
+$63.7M
Cap. Flow %
4.59%
Top 10 Hldgs %
21.11%
Holding
2,205
New
146
Increased
626
Reduced
606
Closed
190
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PODD icon
576
Insulet
PODD
$23.8B
$146K 0.01%
464
-1
-0.2% -$314
ACWV icon
577
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$145K 0.01%
1,226
-54
-4% -$6.4K
LRCX icon
578
Lam Research
LRCX
$146B
$145K 0.01%
1,489
-19
-1% -$1.85K
DTCR icon
579
Global X Data Center & Digital Infrastructure ETF
DTCR
$411M
$144K 0.01%
7,750
-2,465
-24% -$45.9K
VCLT icon
580
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.96B
$144K 0.01%
1,900
+100
+6% +$7.59K
EVIM icon
581
Eaton Vance Intermediate Municipal Income ETF
EVIM
$108M
$144K 0.01%
2,804
-84
-3% -$4.31K
OHI icon
582
Omega Healthcare
OHI
$12.5B
$144K 0.01%
3,923
+23
+0.6% +$843
SAUG icon
583
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$96M
$143K 0.01%
6,113
+521
+9% +$12.2K
CERY
584
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$657M
$142K 0.01%
5,219
+2,052
+65% +$55.9K
OAIM icon
585
OneAscent International Equity ETF
OAIM
$233M
$142K 0.01%
3,708
+10
+0.3% +$382
HWM icon
586
Howmet Aerospace
HWM
$74.3B
$140K 0.01%
754
+40
+6% +$7.45K
XLSR icon
587
SPDR SSGA US Sector Rotation ETF
XLSR
$822M
$140K 0.01%
2,545
+1,005
+65% +$55.2K
MDYG icon
588
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.47B
$137K 0.01%
1,578
-265
-14% -$23K
QDPL icon
589
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.2B
$137K 0.01%
3,470
+8
+0.2% +$316
DAUG icon
590
FT Vest US Equity Deep Buffer ETF August
DAUG
$345M
$137K 0.01%
3,286
DMXF icon
591
iShares ESG Advanced MSCI EAFE ETF
DMXF
$842M
$137K 0.01%
1,836
-273
-13% -$20.3K
DRIV icon
592
Global X Autonomous & Electric Vehicles ETF
DRIV
$344M
$136K 0.01%
5,845
-1,829
-24% -$42.6K
DEM icon
593
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.19B
$136K 0.01%
2,997
-30
-1% -$1.36K
MDLZ icon
594
Mondelez International
MDLZ
$80.3B
$136K 0.01%
2,012
+18
+0.9% +$1.21K
LYFT icon
595
Lyft
LYFT
$7.6B
$136K 0.01%
8,605
-420
-5% -$6.62K
BA icon
596
Boeing
BA
$166B
$135K 0.01%
645
+40
+7% +$8.38K
RING icon
597
iShares MSCI Global Gold Miners ETF
RING
$2.13B
$135K 0.01%
3,086
-56
-2% -$2.45K
XAR icon
598
SPDR S&P Aerospace & Defense ETF
XAR
$4.04B
$133K 0.01%
630
-10
-2% -$2.11K
IWM icon
599
iShares Russell 2000 ETF
IWM
$67.6B
$132K 0.01%
612
-252
-29% -$54.4K
BFEB icon
600
Innovator US Equity Buffer ETF February
BFEB
$197M
$132K 0.01%
2,950