CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.6M
3 +$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1 +$40.2M
2 +$14.3M
3 +$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HDV
801
iShares Core High Dividend ETF
HDV
$13.3B
$67.3K ﹤0.01%
496
+1
FFIV icon
802
F5
FFIV
$17.1B
$66.8K ﹤0.01%
231
FANG icon
803
Diamondback Energy
FANG
$54.8B
$66.7K ﹤0.01%
337
FBT icon
804
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.31B
$66.7K ﹤0.01%
332
-2
NAUG
805
Innovator Growth-100 Power Buffer ETF - August
NAUG
$80.1M
$66.6K ﹤0.01%
2,300
CGMM
806
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.24B
$66K ﹤0.01%
2,247
+1,937
TNDM icon
807
Tandem Diabetes Care
TNDM
$1.39B
$65.8K ﹤0.01%
3,431
MRCC
808
DELISTED
Monroe Capital Corp
MRCC
$65.5K ﹤0.01%
14,230
+215
PNC icon
809
PNC Financial Services
PNC
$88.4B
$65.3K ﹤0.01%
314
-11
SPDV icon
810
AAM S&P 500 High Dividend Value ETF
SPDV
$88.1M
$65.2K ﹤0.01%
1,750
+17
CF icon
811
CF Industries
CF
$18.6B
$65K ﹤0.01%
501
+10
THNQ icon
812
ROBO Global Artificial Intelligence ETF
THNQ
$327M
$64.9K ﹤0.01%
1,101
+1
CQP icon
813
Cheniere Energy
CQP
$30.4B
$64.6K ﹤0.01%
1,000
TMO icon
814
Thermo Fisher Scientific
TMO
$175B
$64.5K ﹤0.01%
131
+2
RFV icon
815
Invesco S&P MidCap 400 Pure Value ETF
RFV
$310M
$64.5K ﹤0.01%
496
LGH icon
816
HCM Defender 500 Index ETF
LGH
$551M
$64.4K ﹤0.01%
1,130
+145
SCHJ icon
817
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$751M
$64.3K ﹤0.01%
2,600
AA icon
818
Alcoa
AA
$17.4B
$64.3K ﹤0.01%
969
+222
YMAR icon
819
FT Vest International Equity Moderate Buffer ETF March
YMAR
$131M
$63.9K ﹤0.01%
2,337
+352
CI icon
820
Cigna
CI
$72.7B
$63.7K ﹤0.01%
239
+103
QMAG
821
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$62.8M
$63.5K ﹤0.01%
2,743
-85
IDMO icon
822
Invesco S&P International Developed Momentum ETF
IDMO
$3.5B
$63.4K ﹤0.01%
1,156
+2
BUSE icon
823
First Busey Corp
BUSE
$2.24B
$63.3K ﹤0.01%
2,506
+27
PHO icon
824
Invesco Water Resources ETF
PHO
$2.06B
$63.3K ﹤0.01%
946
INTU icon
825
Intuit
INTU
$109B
$63.1K ﹤0.01%
146
+66