CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LGOV icon
926
First Trust Long Duration Opportunities ETF
LGOV
$671M
$41.7K ﹤0.01%
1,945
-65
XAUG icon
927
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$28.7M
$41.5K ﹤0.01%
1,163
BNOV icon
928
Innovator US Equity Buffer ETF November
BNOV
$135M
$41.3K ﹤0.01%
1,000
FBIN icon
929
Fortune Brands Innovations
FBIN
$6.19B
$41.2K ﹤0.01%
800
-5
DD icon
930
DuPont de Nemours
DD
$34.1B
$41.1K ﹤0.01%
599
+159
LAC
931
Lithium Americas
LAC
$1.49B
$40.7K ﹤0.01%
15,200
XYZ
932
Block Inc
XYZ
$48.9B
$40.6K ﹤0.01%
597
-720
FMHI icon
933
First Trust Municipal High Income ETF
FMHI
$787M
$40.5K ﹤0.01%
868
VLU icon
934
SPDR S&P 1500 Value Tilt ETF
VLU
$541M
$40.4K ﹤0.01%
210
HYMB icon
935
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.76B
$40.3K ﹤0.01%
1,625
+18
LGH icon
936
HCM Defender 500 Index ETF
LGH
$590M
$40.1K ﹤0.01%
736
MARM icon
937
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$40.1K ﹤0.01%
1,247
CARZ icon
938
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$35.4M
$39.9K ﹤0.01%
643
-49
DDEC icon
939
FT Vest US Equity Deep Buffer ETF December
DDEC
$354M
$39.7K ﹤0.01%
951
GNOV icon
940
FT Vest US Equity Moderate Buffer ETF November
GNOV
$251M
$39.6K ﹤0.01%
1,087
BSX icon
941
Boston Scientific
BSX
$152B
$39.4K ﹤0.01%
367
-28
MARW icon
942
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$73.6M
$39K ﹤0.01%
1,200
MKC icon
943
McCormick & Company Non-Voting
MKC
$18B
$38.9K ﹤0.01%
513
-49
EOI
944
Eaton Vance Enhanced Equity Income Fund
EOI
$848M
$38.7K ﹤0.01%
1,852
IJJ icon
945
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.07B
$38.7K ﹤0.01%
313
-17
SUSB icon
946
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$38.7K ﹤0.01%
1,536
-142
PDP icon
947
Invesco Dorsey Wright Momentum ETF
PDP
$1.4B
$38.7K ﹤0.01%
356
TMFC icon
948
Motley Fool 100 Index ETF
TMFC
$1.79B
$38.6K ﹤0.01%
599
YYY icon
949
Amplify CEF High Income ETF
YYY
$618M
$38.5K ﹤0.01%
3,287
+53
FHLC icon
950
Fidelity MSCI Health Care Index ETF
FHLC
$2.63B
$38.4K ﹤0.01%
600
36 37
38
39 40