CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
576
Insulet
PODD
$19.1B
$146K 0.01%
464
-1
ACWV icon
577
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$145K 0.01%
1,226
-54
LRCX icon
578
Lam Research
LRCX
$274B
$145K 0.01%
1,489
-19
DTCR icon
579
Global X Data Center & Digital Infrastructure ETF
DTCR
$910M
$144K 0.01%
7,750
-2,465
VCLT icon
580
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.67B
$144K 0.01%
1,900
+100
EVIM icon
581
Eaton Vance Intermediate Municipal Income ETF
EVIM
$152M
$144K 0.01%
2,804
-84
OHI icon
582
Omega Healthcare
OHI
$12.9B
$144K 0.01%
3,923
+23
SAUG icon
583
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$98.4M
$143K 0.01%
6,113
+521
CERY
584
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$658M
$142K 0.01%
5,219
+2,052
OAIM icon
585
OneAscent International Equity ETF
OAIM
$275M
$142K 0.01%
3,708
+10
HWM icon
586
Howmet Aerospace
HWM
$86.5B
$140K 0.01%
754
+40
XLSR icon
587
State Street US Sector Rotation ETF
XLSR
$901M
$140K 0.01%
2,545
+1,005
MDYG icon
588
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.59B
$137K 0.01%
1,578
-265
QDPL icon
589
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.45B
$137K 0.01%
3,470
+8
DAUG icon
590
FT Vest US Equity Deep Buffer ETF August
DAUG
$354M
$137K 0.01%
3,286
DMXF icon
591
iShares ESG Advanced MSCI EAFE ETF
DMXF
$674M
$137K 0.01%
1,836
-273
DRIV icon
592
Global X Autonomous & Electric Vehicles ETF
DRIV
$370M
$136K 0.01%
5,845
-1,829
DEM icon
593
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.46B
$136K 0.01%
2,997
-30
MDLZ icon
594
Mondelez International
MDLZ
$75.4B
$136K 0.01%
2,012
+18
LYFT icon
595
Lyft
LYFT
$7.15B
$136K 0.01%
8,605
-420
BA icon
596
Boeing
BA
$197B
$135K 0.01%
645
+40
RING icon
597
iShares MSCI Global Gold Miners ETF
RING
$3.64B
$135K 0.01%
3,086
-56
XAR icon
598
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.88B
$133K 0.01%
630
-10
IWM icon
599
iShares Russell 2000 ETF
IWM
$77.3B
$132K 0.01%
612
-252
BFEB icon
600
Innovator US Equity Buffer ETF February
BFEB
$166M
$132K 0.01%
2,950
22 23
24
25 26