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
FTGC icon
1026
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.28B
$29.5K ﹤0.01%
1,197
+1,137
XYL icon
1027
Xylem
XYL
$36.4B
$29.1K ﹤0.01%
225
-58
ENPH icon
1028
Enphase Energy
ENPH
$4.81B
$29.1K ﹤0.01%
734
-12
CRPT icon
1029
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$161M
$29K ﹤0.01%
1,250
+50
IGIB icon
1030
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$28.9K ﹤0.01%
543
CHD icon
1031
Church & Dwight Co
CHD
$20.9B
$28.9K ﹤0.01%
301
-10
NXTG icon
1032
First Trust Indxx NextG ETF
NXTG
$436M
$28.8K ﹤0.01%
296
-24
FTAI icon
1033
FTAI Aviation
FTAI
$19B
$28.8K ﹤0.01%
250
-8
FEBW icon
1034
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$107M
$28.8K ﹤0.01%
900
-600
ORI icon
1035
Old Republic International
ORI
$10.1B
$28.8K ﹤0.01%
748
SCHB icon
1036
Schwab US Broad Market ETF
SCHB
$38.3B
$28.6K ﹤0.01%
1,200
FLUT icon
1037
Flutter Entertainment
FLUT
$42.9B
$28.6K ﹤0.01%
100
CLIP icon
1038
Global X 1-3 Month T-Bill ETF
CLIP
$1.52B
$28.4K ﹤0.01%
283
-108
IMAY
1039
Innovator International Developed Power Buffer ETF - May
IMAY
$36M
$28.2K ﹤0.01%
+1,000
CMPO icon
1040
CompoSecure Inc
CMPO
$2.07B
$28.2K ﹤0.01%
2,000
DFEB icon
1041
FT Vest US Equity Deep Buffer ETF February
DFEB
$413M
$28.1K ﹤0.01%
630
CBSH icon
1042
Commerce Bancshares
CBSH
$7.06B
$28.1K ﹤0.01%
452
-6
CNP icon
1043
CenterPoint Energy
CNP
$25.9B
$27.9K ﹤0.01%
759
SIXG
1044
Defiance Connective Technologies ETF
SIXG
$789M
$27.6K ﹤0.01%
524
JULU
1045
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$144M
$27.5K ﹤0.01%
1,000
NVDX icon
1046
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$703M
$27.3K ﹤0.01%
1,871
FREL icon
1047
Fidelity MSCI Real Estate Index ETF
FREL
$1.08B
$26.9K ﹤0.01%
994
HUBB icon
1048
Hubbell
HUBB
$23.1B
$26.5K ﹤0.01%
65
-1
CPSN
1049
Calamos S&P 500 Structured Alt Protection ETF - November
CPSN
$18.7M
$26.4K ﹤0.01%
1,014
-8
GDV icon
1050
Gabelli Dividend & Income Trust
GDV
$2.43B
$26.3K ﹤0.01%
1,010
40 41
42
43 44