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
WTMF icon
676
WisdomTree Managed Futures Strategy Fund
WTMF
$212M
$92.5K 0.01%
2,432
+7
DK icon
677
Delek US
DK
$2.5B
$92K 0.01%
3,102
CPER icon
678
United States Copper Index Fund
CPER
$852M
$91.9K 0.01%
2,630
-190
VIRT icon
679
Virtu Financial
VIRT
$3.5B
$91.8K 0.01%
2,756
FDX icon
680
FedEx
FDX
$85B
$91.7K 0.01%
317
IAU icon
681
iShares Gold Trust
IAU
$83B
$91.5K 0.01%
1,127
-69
ARTY
682
iShares Future AI & Tech ETF
ARTY
$2.27B
$91.2K 0.01%
1,892
RXI icon
683
iShares Global Consumer Discretionary ETF
RXI
$264M
$90.9K 0.01%
443
+4
VTC icon
684
Vanguard Total Corporate Bond ETF
VTC
$1.61B
$90.8K 0.01%
1,170
CCJ icon
685
Cameco
CCJ
$50.3B
$90.4K 0.01%
988
+501
USMF icon
686
WisdomTree US Multifactor Fund
USMF
$365M
$89.9K 0.01%
1,754
-24
FCOM icon
687
Fidelity MSCI Communication Services Index ETF
FCOM
$1.73B
$89.6K 0.01%
1,223
DIA icon
688
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43B
$89.3K 0.01%
186
MRCC icon
689
Monroe Capital Corp
MRCC
$103M
$89.3K 0.01%
14,015
+306
ONEQ icon
690
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$88.7K 0.01%
970
CAH icon
691
Cardinal Health
CAH
$50.7B
$88.6K 0.01%
431
ILCV icon
692
iShares Morningstar Value ETF
ILCV
$1.18B
$88.2K 0.01%
935
+4
MO icon
693
Altria Group
MO
$111B
$88.1K 0.01%
1,527
-193
FDN icon
694
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.9B
$87.5K 0.01%
325
ZJUL
695
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$137M
$87.2K 0.01%
3,000
DFIS icon
696
Dimensional International Small Cap ETF
DFIS
$5.25B
$86.9K 0.01%
2,638
+35
FYT icon
697
First Trust Small Cap Value AlphaDEX Fund
FYT
$152M
$85.5K 0.01%
1,508
+20
XNTK icon
698
State Street SPDR NYSE Technology ETF
XNTK
$1.54B
$85.4K 0.01%
307
DVN icon
699
Devon Energy
DVN
$28.1B
$84.9K 0.01%
2,319
+9
EGP icon
700
EastGroup Properties
EGP
$10.1B
$84.6K 0.01%
475
26 27
28
29 30