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
PHO icon
776
Invesco Water Resources ETF
PHO
$2.02B
$66.6K ﹤0.01%
946
NWN icon
777
Northwest Natural Holdings
NWN
$2.14B
$66.5K ﹤0.01%
1,422
-3,252
EUFN icon
778
iShares MSCI Europe Financials ETF
EUFN
$4B
$66.5K ﹤0.01%
1,792
+7
QCOC
779
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$76.3M
$65K ﹤0.01%
2,896
+1,138
BX icon
780
Blackstone
BX
$84B
$64.9K ﹤0.01%
421
+289
SCHJ icon
781
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$731M
$64.7K ﹤0.01%
2,600
-9,328
IDMO icon
782
Invesco S&P International Developed Momentum ETF
IDMO
$3.22B
$64.1K ﹤0.01%
1,154
+361
RFV icon
783
Invesco S&P MidCap 400 Pure Value ETF
RFV
$292M
$63.4K ﹤0.01%
496
XEL icon
784
Xcel Energy
XEL
$50.5B
$63K ﹤0.01%
853
+5
FXU icon
785
First Trust Utilities AlphaDEX Fund
FXU
$836M
$62.9K ﹤0.01%
1,397
-3,001
VNLA icon
786
Janus Henderson Short Duration Income ETF
VNLA
$3.09B
$62.7K ﹤0.01%
1,276
+62
PKW icon
787
Invesco BuyBack Achievers ETF
PKW
$1.59B
$62.3K ﹤0.01%
464
-11
CMA
788
DELISTED
Comerica
CMA
$62.2K ﹤0.01%
716
MCHP icon
789
Microchip Technology
MCHP
$35.6B
$61.9K ﹤0.01%
972
-13
COR icon
790
Cencora
COR
$68.1B
$61.8K ﹤0.01%
183
+2
SETM icon
791
Sprott Energy Transition Materials ETF
SETM
$563M
$61.8K ﹤0.01%
+2,133
TEM
792
Tempus AI
TEM
$9.42B
$61.7K ﹤0.01%
1,045
+138
CNEQ icon
793
Alger Concentrated Equity ETF
CNEQ
$240M
$61.5K ﹤0.01%
1,789
+100
BBEU icon
794
JPMorgan BetaBuilders Europe ETF
BBEU
$8.77B
$61.4K ﹤0.01%
837
-8
NVS icon
795
Novartis
NVS
$297B
$61.3K ﹤0.01%
444
-5
PAA icon
796
Plains All American Pipeline
PAA
$15.2B
$61.1K ﹤0.01%
3,400
LGH icon
797
HCM Defender 500 Index ETF
LGH
$562M
$61.1K ﹤0.01%
985
+150
IOCT icon
798
Innovator International Developed Power Buffer ETF October
IOCT
$182M
$61K ﹤0.01%
1,750
-50
IFRA icon
799
iShares US Infrastructure ETF
IFRA
$3.71B
$60.8K ﹤0.01%
1,155
+4
IBKR icon
800
Interactive Brokers
IBKR
$30.5B
$60.5K ﹤0.01%
940
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