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
DDEC icon
1001
FT Vest US Equity Deep Buffer ETF December
DDEC
$412M
$34K ﹤0.01%
755
RGTI icon
1002
Rigetti Computing
RGTI
$5.63B
$33.9K ﹤0.01%
1,529
-66
DJAN icon
1003
FT Vest US Equity Deep Buffer ETF January
DJAN
$438M
$33.9K ﹤0.01%
780
FNDE icon
1004
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.99B
$33.9K ﹤0.01%
939
+60
DJUL icon
1005
FT Vest US Equity Deep Buffer ETF July
DJUL
$392M
$33.6K ﹤0.01%
707
SIXG
1006
Defiance Connective Technologies ETF
SIXG
$706M
$33.5K ﹤0.01%
524
SPHD icon
1007
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$33.3K ﹤0.01%
694
-23
ADC icon
1008
Agree Realty
ADC
$9.66B
$33.3K ﹤0.01%
462
+192
FMAT icon
1009
Fidelity MSCI Materials Index ETF
FMAT
$528M
$33.2K ﹤0.01%
626
SOFI icon
1010
SoFi Technologies
SOFI
$23.6B
$33.2K ﹤0.01%
1,268
+18
LRGF icon
1011
iShares US Equity Factor ETF
LRGF
$3.04B
$33.1K ﹤0.01%
477
JSML icon
1012
Janus Henderson Small Cap Growth Alpha ETF
JSML
$278M
$33.1K ﹤0.01%
450
-200
KIM icon
1013
Kimco Realty
KIM
$15.6B
$32.8K ﹤0.01%
1,616
PWR icon
1014
Quanta Services
PWR
$84.9B
$32.5K ﹤0.01%
77
+56
RDDT icon
1015
Reddit
RDDT
$26.2B
$32.4K ﹤0.01%
141
WTV icon
1016
WisdomTree US Value Fund
WTV
$2.47B
$32.4K ﹤0.01%
347
IGV icon
1017
iShares Expanded Tech-Software Sector ETF
IGV
$10.8B
$32.3K ﹤0.01%
305
RKT icon
1018
Rocket Companies
RKT
$42.7B
$32.1K ﹤0.01%
1,660
-350
WTFC icon
1019
Wintrust Financial
WTFC
$9.19B
$32K ﹤0.01%
229
+160
QQA
1020
Invesco QQQ Income Advantage ETF
QQA
$568M
$31.9K ﹤0.01%
603
-372
FN icon
1021
Fabrinet
FN
$18.8B
$31.9K ﹤0.01%
+70
SNOW icon
1022
Snowflake
SNOW
$61.4B
$31.6K ﹤0.01%
144
BMAY icon
1023
Innovator US Equity Buffer ETF May
BMAY
$141M
$31.4K ﹤0.01%
700
CTVA icon
1024
Corteva
CTVA
$52.9B
$31.3K ﹤0.01%
467
ZIM icon
1025
ZIM Integrated Shipping Services
ZIM
$3.38B
$31.3K ﹤0.01%
1,475
39 40
41
42 43