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
SJM icon
726
J.M. Smucker
SJM
$11.7B
$79.7K 0.01%
812
-15,174
-95% -$1.49M
SEPW icon
727
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$261M
$79.5K 0.01%
2,635
+177
+7% +$5.34K
EGP icon
728
EastGroup Properties
EGP
$8.89B
$79.4K 0.01%
475
FCOM icon
729
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$79.3K 0.01%
1,223
NULV icon
730
Nuveen ESG Large-Cap Value ETF
NULV
$1.8B
$78.7K 0.01%
1,878
DXJ icon
731
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
$78.4K 0.01%
686
-62
-8% -$7.09K
QHY
732
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$201M
$78K 0.01%
1,692
-97
-5% -$4.47K
USAI icon
733
Pacer American Energy Independence ETF
USAI
$90.2M
$77.9K 0.01%
1,913
-5,375
-74% -$219K
SCZ icon
734
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$77.7K 0.01%
1,070
+14
+1% +$1.02K
ARTY
735
iShares Future AI & Tech ETF
ARTY
$1.45B
$77.6K 0.01%
1,892
-203
-10% -$8.32K
ILCV icon
736
iShares Morningstar Value ETF
ILCV
$1.1B
$77.5K 0.01%
929
+7
+0.8% +$584
CP icon
737
Canadian Pacific Kansas City
CP
$69B
$77.4K 0.01%
977
-17
-2% -$1.35K
CPRJ
738
Calamos Russell 2000 Structured Alt Protection ETF - July
CPRJ
$55.4M
$77.3K 0.01%
3,000
SOUN icon
739
SoundHound AI
SOUN
$5.89B
$76.4K 0.01%
7,119
WTRG icon
740
Essential Utilities
WTRG
$10.7B
$76.1K 0.01%
2,049
-4
-0.2% -$149
CROX icon
741
Crocs
CROX
$4.31B
$76.1K 0.01%
751
NUDM icon
742
Nuveen ESG International Developed Markets Equity ETF
NUDM
$597M
$75.8K 0.01%
2,135
ITRM icon
743
Iterum Therapeutics
ITRM
$30.9M
$75.7K 0.01%
76,047
+6,100
+9% +$6.07K
WMS icon
744
Advanced Drainage Systems
WMS
$11.3B
$75.6K 0.01%
658
+509
+342% +$58.5K
KLIP icon
745
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$109M
$75.6K 0.01%
+2,382
New +$75.6K
BKNG icon
746
Booking.com
BKNG
$177B
$75.3K 0.01%
13
TMP icon
747
Tompkins Financial
TMP
$1.01B
$75K 0.01%
1,195
-89
-7% -$5.58K
VFH icon
748
Vanguard Financials ETF
VFH
$13B
$74.8K 0.01%
587
-31
-5% -$3.95K
FYT icon
749
First Trust Small Cap Value AlphaDEX Fund
FYT
$140M
$74.7K 0.01%
1,482
+207
+16% +$10.4K
SHY icon
750
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$74.4K 0.01%
898
-48
-5% -$3.98K