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
UDR icon
826
UDR
UDR
$11.4B
$56K ﹤0.01%
1,528
+823
OSEA icon
827
Harbor International Compounders ETF
OSEA
$497M
$56K ﹤0.01%
1,850
+215
DOCT
828
FT Vest US Equity Deep Buffer ETF October
DOCT
$381M
$55.9K ﹤0.01%
1,263
-30
UMH
829
UMH Properties
UMH
$1.34B
$55.6K ﹤0.01%
3,495
+1,720
DFUV icon
830
Dimensional US Marketwide Value ETF
DFUV
$14.2B
$55.6K ﹤0.01%
1,193
+2
FSIG icon
831
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$55.4K ﹤0.01%
2,889
+26
LXP icon
832
LXP Industrial Trust
LXP
$2.99B
$55.2K ﹤0.01%
1,114
+519
GDEC icon
833
FT Vest US Equity Moderate Buffer ETF December
GDEC
$444M
$55.1K ﹤0.01%
1,457
PHYL icon
834
PGIM Active High Yield Bond ETF
PHYL
$1.26B
$54.5K ﹤0.01%
1,537
-322
KVUE icon
835
Kenvue
KVUE
$33.6B
$54.3K ﹤0.01%
3,145
-39,581
CPRO
836
Calamos Russell 2000 Structured Alt Protection ETF - October
CPRO
$30.5M
$54.1K ﹤0.01%
2,008
+477
YMAR icon
837
FT Vest International Equity Moderate Buffer ETF March
YMAR
$131M
$53.6K ﹤0.01%
1,985
-1,312
CQP icon
838
Cheniere Energy
CQP
$30.4B
$53.5K ﹤0.01%
1,000
RHP icon
839
Ryman Hospitality Properties
RHP
$6.45B
$53.5K ﹤0.01%
565
+288
USHY icon
840
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$53.3K ﹤0.01%
1,425
+1,410
INTU icon
841
Intuit
INTU
$109B
$53K ﹤0.01%
80
+15
BAPR icon
842
Innovator US Equity Buffer ETF April
BAPR
$394M
$52.8K ﹤0.01%
1,100
QDEF icon
843
FlexShares Quality Dividend Defensive Index Fund
QDEF
$522M
$52.6K ﹤0.01%
650
GCOW icon
844
Pacer Global Cash Cows Dividend ETF
GCOW
$3.3B
$52.5K ﹤0.01%
1,273
ARKK icon
845
ARK Innovation ETF
ARKK
$6.85B
$52.4K ﹤0.01%
682
MRP
846
Millrose Properties Inc
MRP
$5.1B
$52.4K ﹤0.01%
+1,754
ESLG
847
Eventide Large Cap Growth ETF
ESLG
$18.2M
$52.3K ﹤0.01%
+2,095
CWB icon
848
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.27B
$52.3K ﹤0.01%
586
+425
FIDU icon
849
Fidelity MSCI Industrials Index ETF
FIDU
$2.02B
$52.2K ﹤0.01%
633
ENB icon
850
Enbridge
ENB
$116B
$52.2K ﹤0.01%
1,091
-253
32 33
34
35 36