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
$1.06B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$14M
3 +$13M
4
GLRY icon
Inspire Momentum ETF
GLRY
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.6M

Sector Composition

1 Technology 4.6%
2 Industrials 2.53%
3 Consumer Discretionary 2.47%
4 Financials 2.38%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$17.7K ﹤0.01%
805
+5
1002
$17.7K ﹤0.01%
127
+67
1003
$17.6K ﹤0.01%
630
1004
$17.6K ﹤0.01%
45
+18
1005
$17.6K ﹤0.01%
1,479
1006
$17.4K ﹤0.01%
372
1007
$17.4K ﹤0.01%
256
+1
1008
$17.3K ﹤0.01%
425
1009
$17.2K ﹤0.01%
236
1010
$17.1K ﹤0.01%
481
-28
1011
$17K ﹤0.01%
140
1012
$16.8K ﹤0.01%
250
1013
$16.7K ﹤0.01%
486
+6
1014
$16.7K ﹤0.01%
850
+250
1015
$16.7K ﹤0.01%
693
1016
$16.7K ﹤0.01%
130
1017
$16.6K ﹤0.01%
2,363
1018
$16.5K ﹤0.01%
90
1019
$16.4K ﹤0.01%
403
+3
1020
$16.3K ﹤0.01%
982
-305
1021
$16.2K ﹤0.01%
+2
1022
$16.2K ﹤0.01%
400
1023
$16.1K ﹤0.01%
+300
1024
$16.1K ﹤0.01%
296
+3
1025
$16K ﹤0.01%
1,829
+725