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
FDN icon
701
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.92B
$87.5K 0.01%
325
WMB icon
702
Williams Companies
WMB
$72.5B
$87.5K 0.01%
1,393
+447
+47% +$28.1K
HACK icon
703
Amplify Cybersecurity ETF
HACK
$2.34B
$87K 0.01%
1,007
EUSB icon
704
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$755M
$85.9K 0.01%
1,973
-458
-19% -$19.9K
SPBO icon
705
SPDR Portfolio Corporate Bond ETF
SPBO
$1.71B
$85.7K 0.01%
2,934
+432
+17% +$12.6K
WTMF icon
706
WisdomTree Managed Futures Strategy Fund
WTMF
$169M
$85K 0.01%
2,408
-33
-1% -$1.17K
PAUG icon
707
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$85K 0.01%
2,100
-1,020
-33% -$41.3K
MRCC icon
708
Monroe Capital Corp
MRCC
$165M
$84.9K 0.01%
13,345
+390
+3% +$2.48K
UAL icon
709
United Airlines
UAL
$35.4B
$84.8K 0.01%
1,065
-45
-4% -$3.58K
ZJUL
710
Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL
$159M
$84.5K 0.01%
3,000
CGGO icon
711
Capital Group Global Growth Equity ETF
CGGO
$7.07B
$84.3K 0.01%
2,638
+1,217
+86% +$38.9K
RWJ icon
712
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
$84.3K 0.01%
1,948
DGS icon
713
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$84K 0.01%
1,521
-206
-12% -$11.4K
BRW
714
Saba Capital Income & Opportunities Fund
BRW
$348M
$84K 0.01%
10,427
+78
+0.8% +$629
PAYO icon
715
Payoneer
PAYO
$2.39B
$83.6K 0.01%
12,204
+248
+2% +$1.7K
QDEC icon
716
FT Vest Growth-100 Buffer ETF December
QDEC
$530M
$83.2K 0.01%
2,835
ZIG icon
717
The Acquirers Fund
ZIG
$38.4M
$83K 0.01%
2,354
+133
+6% +$4.69K
KMI icon
718
Kinder Morgan
KMI
$61.3B
$82.8K 0.01%
2,818
+357
+15% +$10.5K
SOXQ icon
719
Invesco PHLX Semiconductor ETF
SOXQ
$539M
$82.7K 0.01%
1,894
-347
-15% -$15.2K
RXI icon
720
iShares Global Consumer Discretionary ETF
RXI
$276M
$82.7K 0.01%
439
+3
+0.7% +$565
JNK icon
721
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
$82.5K 0.01%
848
-74
-8% -$7.2K
EXC icon
722
Exelon
EXC
$43.8B
$82.2K 0.01%
1,894
-62
-3% -$2.69K
SCYB icon
723
Schwab High Yield Bond ETF
SCYB
$1.62B
$82K 0.01%
3,090
ACN icon
724
Accenture
ACN
$152B
$81.3K 0.01%
272
-29
-10% -$8.67K
IAU icon
725
iShares Gold Trust
IAU
$53.4B
$80.2K 0.01%
1,286
-23
-2% -$1.43K