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
TXN icon
976
Texas Instruments
TXN
$166B
$35.5K ﹤0.01%
171
-22
-11% -$4.57K
JUNW icon
977
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
$65.3M
$35.4K ﹤0.01%
+1,110
New +$35.4K
PCAR icon
978
PACCAR
PCAR
$53.8B
$35.2K ﹤0.01%
370
-10
-3% -$951
CPSR
979
Calamos S&P 500 Structured Alt Protection ETF - March
CPSR
$22.3M
$34.9K ﹤0.01%
+1,437
New +$34.9K
CTVA icon
980
Corteva
CTVA
$50.5B
$34.8K ﹤0.01%
467
+1
+0.2% +$74
GEHC icon
981
GE HealthCare
GEHC
$34.9B
$34.6K ﹤0.01%
467
+56
+14% +$4.15K
SNOW icon
982
Snowflake
SNOW
$74.9B
$34.5K ﹤0.01%
154
-231
-60% -$51.7K
VOX icon
983
Vanguard Communication Services ETF
VOX
$5.89B
$34.2K ﹤0.01%
200
GRX
984
Gabelli Healthcare & Wellness Trust
GRX
$146M
$34.2K ﹤0.01%
3,618
-502
-12% -$4.74K
HYLS icon
985
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$34.1K ﹤0.01%
815
-318
-28% -$13.3K
FNCL icon
986
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$34.1K ﹤0.01%
460
FMC icon
987
FMC
FMC
$4.79B
$34K ﹤0.01%
815
+524
+180% +$21.9K
KIM icon
988
Kimco Realty
KIM
$15.2B
$34K ﹤0.01%
1,616
-45
-3% -$946
SPHD icon
989
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
$34K ﹤0.01%
714
+24
+3% +$1.14K
BUFB icon
990
Innovator Laddered Allocation Buffer ETF
BUFB
$220M
$33.9K ﹤0.01%
1,000
FNDE icon
991
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.63B
$33.8K ﹤0.01%
1,025
-70
-6% -$2.31K
EZM icon
992
WisdomTree US MidCap Fund
EZM
$819M
$33.8K ﹤0.01%
547
GM icon
993
General Motors
GM
$55.7B
$33.8K ﹤0.01%
686
-43
-6% -$2.12K
ETN icon
994
Eaton
ETN
$142B
$33.2K ﹤0.01%
93
-8
-8% -$2.86K
SAP icon
995
SAP
SAP
$299B
$33.1K ﹤0.01%
109
OKLO
996
Oklo
OKLO
$12.2B
$33K ﹤0.01%
590
+305
+107% +$17.1K
OCTW icon
997
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$229M
$33K ﹤0.01%
892
+49
+6% +$1.81K
YSEP icon
998
FT Vest International Equity Buffer ETF September
YSEP
$96.1M
$32.9K ﹤0.01%
1,350
-32
-2% -$781
SII
999
Sprott
SII
$1.8B
$32.7K ﹤0.01%
473
-351
-43% -$24.2K
JCPB icon
1000
JPMorgan Core Plus Bond ETF
JCPB
$7.63B
$32.5K ﹤0.01%
690
+8
+1% +$377