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
$1.59B
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
HDV
801
iShares Core High Dividend ETF
HDV
$13.3B
$60.2K ﹤0.01%
495
+1
USCI icon
802
US Commodity Index
USCI
$363M
$60.1K ﹤0.01%
775
SPDV icon
803
AAM S&P 500 High Dividend Value ETF
SPDV
$88.1M
$60.1K ﹤0.01%
1,733
+15
DLN icon
804
WisdomTree US LargeCap Dividend Fund
DLN
$5.93B
$60K ﹤0.01%
681
-42
GJAN icon
805
FT Vest US Equity Moderate Buffer ETF January
GJAN
$468M
$59.8K ﹤0.01%
1,398
-130
SIVR icon
806
abrdn Physical Silver Shares ETF
SIVR
$5.2B
$59.7K ﹤0.01%
882
+462
NVO icon
807
Novo Nordisk
NVO
$183B
$59.5K ﹤0.01%
1,170
+1,012
FTXO icon
808
First Trust Nasdaq Bank ETF
FTXO
$333M
$59.2K ﹤0.01%
1,566
+8
EMXC icon
809
iShares MSCI Emerging Markets ex China ETF
EMXC
$21.7B
$59K ﹤0.01%
812
-59
BUSE icon
810
First Busey Corp
BUSE
$2.24B
$59K ﹤0.01%
2,479
+27
FFIV icon
811
F5
FFIV
$17.1B
$59K ﹤0.01%
231
ZS icon
812
Zscaler
ZS
$21.8B
$58.9K ﹤0.01%
262
+261
JXN icon
813
Jackson Financial
JXN
$7.96B
$58.8K ﹤0.01%
551
MSDL icon
814
Morgan Stanley Direct Lending Fund
MSDL
$1.28B
$58.6K ﹤0.01%
3,555
DELL icon
815
Dell
DELL
$140B
$58.6K ﹤0.01%
465
+1
IREN icon
816
Iris Energy
IREN
$16.8B
$58.4K ﹤0.01%
+1,547
CHCT
817
Community Healthcare Trust
CHCT
$491M
$58.3K ﹤0.01%
3,553
+1,817
BLV icon
818
Vanguard Long-Term Bond ETF
BLV
$5.99B
$58.3K ﹤0.01%
838
+701
FHYS icon
819
Federated Hermes Short Duration High Yield ETF
FHYS
$51.1M
$58.2K ﹤0.01%
2,500
+500
AOD
820
abrdn Total Dynamic Dividend Fund
AOD
$1.06B
$58K ﹤0.01%
5,944
+378
MGC icon
821
Vanguard Mega Cap 300 Index ETF
MGC
$9.35B
$57.5K ﹤0.01%
229
+4
IMAX icon
822
IMAX
IMAX
$1.97B
$57.3K ﹤0.01%
1,550
GBIL icon
823
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.5B
$57K ﹤0.01%
570
CPK icon
824
Chesapeake Utilities
CPK
$3.06B
$56.1K ﹤0.01%
450
MGEE icon
825
MGE Energy Inc
MGEE
$2.95B
$56.1K ﹤0.01%
715
-571
31 32
33
34 35