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
HYMB icon
926
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$41.6K ﹤0.01%
1,669
-1,923
CB icon
927
Chubb
CB
$127B
$41.5K ﹤0.01%
133
-14
LDSF icon
928
First Trust Low Duration Strategic Focus ETF
LDSF
$158M
$41.5K ﹤0.01%
2,168
-3,978
CPAY icon
929
Corpay
CPAY
$22.4B
$41.5K ﹤0.01%
138
GRRR
930
Gorilla Technology Group
GRRR
$257M
$41.5K ﹤0.01%
3,800
-2,450
FBCG icon
931
Fidelity Blue Chip Growth ETF
FBCG
$5.37B
$41.5K ﹤0.01%
756
PDP icon
932
Invesco Dorsey Wright Momentum ETF
PDP
$1.34B
$41.4K ﹤0.01%
356
LKQ icon
933
LKQ Corp
LKQ
$7.82B
$41.4K ﹤0.01%
1,372
-326
KRE icon
934
State Street SPDR S&P Regional Banking ETF
KRE
$3.89B
$41.3K ﹤0.01%
638
+3
PBE icon
935
Invesco Biotechnology & Genome ETF
PBE
$249M
$41.3K ﹤0.01%
503
-81
MARW icon
936
AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
$70M
$41.2K ﹤0.01%
1,200
IJJ icon
937
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
$41.2K ﹤0.01%
313
ENSG icon
938
The Ensign Group
ENSG
$12.2B
$41.1K ﹤0.01%
236
VRSK icon
939
Verisk Analytics
VRSK
$28B
$40.9K ﹤0.01%
183
+1
BUG icon
940
Global X Cybersecurity ETF
BUG
$851M
$40.8K ﹤0.01%
1,339
-176
GEHC icon
941
GE HealthCare
GEHC
$33.1B
$40.7K ﹤0.01%
496
+29
DSEP icon
942
FT Vest US Equity Deep Buffer ETF September
DSEP
$333M
$40.1K ﹤0.01%
894
FBIN icon
943
Fortune Brands Innovations
FBIN
$5.43B
$40K ﹤0.01%
800
TYL icon
944
Tyler Technologies
TYL
$15.2B
$39.9K ﹤0.01%
88
AA icon
945
Alcoa
AA
$17.5B
$39.7K ﹤0.01%
747
+128
MINT icon
946
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$39.5K ﹤0.01%
394
+28
SMLF icon
947
iShares US Small Cap Equity Factor ETF
SMLF
$3.33B
$39.5K ﹤0.01%
527
+67
REG icon
948
Regency Centers
REG
$14.3B
$39.4K ﹤0.01%
571
+205
OCTT icon
949
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$61.8M
$39.2K ﹤0.01%
900
YYY icon
950
Amplify CEF High Income ETF
YYY
$695M
$39.1K ﹤0.01%
3,393
+54
36 37
38
39 40