CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$14M
3
+$13M
4
GLRY icon
Inspire Momentum ETF
GLRY
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.6M

Top Sells

1
+$23.3M
2
+$15.5M
3
+$12.3M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$11.7M
5
ISMD icon
Inspire Small/Mid Cap Impact ETF
ISMD
+$11.4M

Sector Composition

1 Technology 4.6%
2 Industrials 2.53%
3 Consumer Discretionary 2.47%
4 Financials 2.38%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$50K ﹤0.01%
1,250
727
$50K ﹤0.01%
374
+52
728
$49.8K ﹤0.01%
251
+76
729
$49.8K ﹤0.01%
2,189
730
$49.4K ﹤0.01%
+1,000
731
$49.1K ﹤0.01%
1,600
732
$48.9K ﹤0.01%
1,874
733
$48.4K ﹤0.01%
12,543
+221
734
$48.3K ﹤0.01%
450
735
$48.3K ﹤0.01%
635
736
$48.1K ﹤0.01%
474
+1
737
$48K ﹤0.01%
931
738
$47.5K ﹤0.01%
38
+8
739
$47.5K ﹤0.01%
1,160
+4
740
$47.4K ﹤0.01%
1,756
-26
741
$47.2K ﹤0.01%
13
742
$46.9K ﹤0.01%
356
-614
743
$46.7K ﹤0.01%
994
-380
744
$46.6K ﹤0.01%
681
+324
745
$46.2K ﹤0.01%
+234
746
$46.1K ﹤0.01%
1,365
-63
747
$46K ﹤0.01%
960
-161
748
$45.9K ﹤0.01%
+715
749
$45.8K ﹤0.01%
598
+2
750
$45.8K ﹤0.01%
27,593
+2,590
28 29
30
31 32