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
COIN icon
701
Coinbase
COIN
$51.8B
$94.8K 0.01%
543
+8
GNMA icon
702
iShares GNMA Bond ETF
GNMA
$412M
$94.7K 0.01%
2,137
-5
CIM
703
Chimera Investment
CIM
$1.15B
$94.1K 0.01%
7,500
-6,666
FDN icon
704
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.92B
$93.8K 0.01%
401
+76
NTAP icon
705
NetApp
NTAP
$21.3B
$93.5K 0.01%
913
-13
MDYV icon
706
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$92.8K 0.01%
1,090
-30
HTRB icon
707
Hartford Total Return Bond ETF
HTRB
$2.25B
$92.4K 0.01%
2,738
-155
COPX icon
708
Global X Copper Miners ETF NEW
COPX
$7.19B
$91.8K 0.01%
1,202
-1,977
DSI icon
709
iShares MSCI KLD 400 Social ETF
DSI
$5.12B
$91.7K 0.01%
757
+25
FYT icon
710
First Trust Small Cap Value AlphaDEX Fund
FYT
$184M
$91.2K 0.01%
1,477
-31
EWJV icon
711
iShares MSCI Japan Value ETF
EWJV
$728M
$91.2K 0.01%
2,136
+407
CAH icon
712
Cardinal Health
CAH
$47.6B
$91.1K 0.01%
431
IGLB icon
713
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
$90.5K 0.01%
1,823
+228
JCI icon
714
Johnson Controls International
JCI
$87.8B
$88.8K 0.01%
678
+109
WULF icon
715
TeraWulf
WULF
$9.92B
$88.6K 0.01%
6,140
+340
ILCV icon
716
iShares Morningstar Value ETF
ILCV
$1.23B
$88.5K 0.01%
950
+15
GJUL icon
717
FT Vest US Equity Moderate Buffer ETF July
GJUL
$387M
$88.4K 0.01%
2,168
-11,525
EGP icon
718
EastGroup Properties
EGP
$10.8B
$87.9K 0.01%
475
GBDC icon
719
Golub Capital BDC
GBDC
$3.51B
$87.8K 0.01%
6,936
BNDC icon
720
FlexShares Core Select Bond Fund
BNDC
$169M
$87.6K 0.01%
3,941
+3,361
ZJUL
721
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$130M
$87.2K 0.01%
3,000
EFA icon
722
iShares MSCI EAFE ETF
EFA
$74.9B
$86.4K 0.01%
890
-1,221
IYH icon
723
iShares US Healthcare ETF
IYH
$2.84B
$86.1K 0.01%
1,397
-1,798
EWP icon
724
iShares MSCI Spain ETF
EWP
$1.85B
$85.9K 0.01%
1,581
-683
NULV icon
725
Nuveen ESG Large-Cap Value ETF
NULV
$2.03B
$85.4K 0.01%
1,878
27 28
29
30 31