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
1026
$15.9K ﹤0.01%
211
1027
$15.9K ﹤0.01%
124
-9
1028
$15.8K ﹤0.01%
273
-60
1029
$15.6K ﹤0.01%
50
1030
$15.6K ﹤0.01%
157
1031
$15.5K ﹤0.01%
160
+6
1032
$15.5K ﹤0.01%
164
+34
1033
$15.5K ﹤0.01%
754
-64
1034
$15.4K ﹤0.01%
700
1035
$15.4K ﹤0.01%
165
1036
$15.3K ﹤0.01%
545
-89
1037
$15K ﹤0.01%
1,937
+31
1038
$14.9K ﹤0.01%
498
+257
1039
$14.6K ﹤0.01%
500
1040
$14.6K ﹤0.01%
825
+361
1041
$14.6K ﹤0.01%
46
1042
$14.6K ﹤0.01%
415
1043
$14.6K ﹤0.01%
302
-300
1044
$14.5K ﹤0.01%
35
1045
$14.5K ﹤0.01%
507
1046
$14.5K ﹤0.01%
3,696
1047
$14.5K ﹤0.01%
+2,408
1048
$14.4K ﹤0.01%
+432
1049
$14.2K ﹤0.01%
84
-14
1050
$14.2K ﹤0.01%
899
+251