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
IJH icon
51
iShares Core S&P Mid-Cap ETF
IJH
$108B
$6.97M 0.44%
105,640
+780
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$50.8B
$6.81M 0.43%
208,899
-2,736
SPY icon
53
State Street SPDR S&P 500 ETF Trust
SPY
$687B
$6.8M 0.43%
9,976
-212
JPIB icon
54
JPMorgan International Bond Opportunities ETF
JPIB
$1.74B
$6.77M 0.43%
139,100
+8,176
FDG icon
55
American Century Focused Dynamic Growth ETF
FDG
$344M
$6.64M 0.42%
52,366
-923
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.71T
$6.4M 0.4%
20,449
+1,160
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.5B
$6.34M 0.4%
135,347
-4,145
JMEE icon
58
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.28B
$6.33M 0.4%
98,264
+8,631
CGUS icon
59
Capital Group Core Equity ETF
CGUS
$8.88B
$6.2M 0.39%
154,144
+755
FDLS icon
60
Inspire Fidelis Multi Factor ETF
FDLS
$161M
$6.13M 0.39%
171,534
+14,066
IYW icon
61
iShares US Technology ETF
IYW
$19.6B
$5.94M 0.37%
29,724
-2,181
CAT icon
62
Caterpillar
CAT
$328B
$5.88M 0.37%
10,270
-269
STIP icon
63
iShares 0-5 Year TIPS Bond ETF
STIP
$14.2B
$5.75M 0.36%
56,172
+835
BUFR icon
64
FT Vest Fund of Buffer ETFs
BUFR
$8.6B
$5.69M 0.36%
166,022
+35,164
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$172B
$5.49M 0.35%
61,318
-817
KNG icon
66
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.45B
$5.46M 0.34%
111,138
+73,389
DYNF icon
67
BlackRock US Equity Factor Rotation ETF
DYNF
$32.8B
$5.43M 0.34%
89,355
+5,319
MSFT icon
68
Microsoft
MSFT
$3.04T
$5.43M 0.34%
11,226
+243
PTBD icon
69
Pacer Trendpilot US Bond ETF
PTBD
$104M
$5.39M 0.34%
277,610
+12,823
VBK icon
70
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$5.26M 0.33%
17,419
+962
IQLT icon
71
iShares MSCI Intl Quality Factor ETF
IQLT
$12.2B
$5.23M 0.33%
115,048
+7,087
SDVD icon
72
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$791M
$5.03M 0.32%
+234,521
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$88.3B
$5.03M 0.32%
34,923
-18,253
RDVI icon
74
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.79B
$5.02M 0.32%
+191,287
MGV icon
75
Vanguard Mega Cap Value ETF
MGV
$11.3B
$5.01M 0.32%
35,466
-461
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3
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