CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Return 10.76%
This Quarter Return
+6.71%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
+$63.7M
Cap. Flow %
4.59%
Top 10 Hldgs %
21.11%
Holding
2,205
New
146
Increased
626
Reduced
606
Closed
190
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LGOV icon
926
First Trust Long Duration Opportunities ETF
LGOV
$647M
$41.7K ﹤0.01%
1,945
-65
-3% -$1.39K
XAUG icon
927
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$28.3M
$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
$7.12B
$41.2K ﹤0.01%
800
-5
-0.6% -$257
DD icon
930
DuPont de Nemours
DD
$32.4B
$41.1K ﹤0.01%
599
+159
+36% +$10.9K
LAC
931
Lithium Americas
LAC
$691M
$40.7K ﹤0.01%
15,200
XYZ
932
Block, Inc.
XYZ
$44.4B
$40.6K ﹤0.01%
597
-720
-55% -$48.9K
FMHI icon
933
First Trust Municipal High Income ETF
FMHI
$768M
$40.5K ﹤0.01%
868
VLU icon
934
SPDR S&P 1500 Value Tilt ETF
VLU
$535M
$40.4K ﹤0.01%
210
HYMB icon
935
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
$40.3K ﹤0.01%
1,625
+18
+1% +$446
LGH icon
936
HCM Defender 500 Index ETF
LGH
$535M
$40.1K ﹤0.01%
736
MARM icon
937
FT Vest US Equity Max Buffer ETF March
MARM
$130M
$40.1K ﹤0.01%
1,247
CARZ icon
938
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$31.1M
$39.9K ﹤0.01%
643
-49
-7% -$3.04K
DDEC icon
939
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
$39.7K ﹤0.01%
951
GNOV icon
940
FT Vest US Equity Moderate Buffer ETF November
GNOV
$250M
$39.7K ﹤0.01%
1,087
BSX icon
941
Boston Scientific
BSX
$152B
$39.4K ﹤0.01%
367
-28
-7% -$3.01K
MARW icon
942
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$76.1M
$39K ﹤0.01%
1,200
MKC icon
943
McCormick & Company Non-Voting
MKC
$18.5B
$38.9K ﹤0.01%
513
-49
-9% -$3.72K
EOI
944
Eaton Vance Enhanced Equity Income Fund
EOI
$880M
$38.7K ﹤0.01%
1,852
IJJ icon
945
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.1B
$38.7K ﹤0.01%
313
-17
-5% -$2.1K
SUSB icon
946
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$38.7K ﹤0.01%
1,536
-142
-8% -$3.57K
PDP icon
947
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
$38.7K ﹤0.01%
356
TMFC icon
948
Motley Fool 100 Index ETF
TMFC
$1.69B
$38.6K ﹤0.01%
599
YYY icon
949
Amplify High Income ETF
YYY
$612M
$38.5K ﹤0.01%
3,287
+53
+2% +$621
FHLC icon
950
Fidelity MSCI Health Care Index ETF
FHLC
$2.46B
$38.4K ﹤0.01%
600