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
JMST icon
1051
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
$26.2K ﹤0.01%
514
+414
+414% +$21.1K
HYS icon
1052
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
$26.1K ﹤0.01%
274
+5
+2% +$475
VPL icon
1053
Vanguard FTSE Pacific ETF
VPL
$7.98B
$26K ﹤0.01%
316
-87
-22% -$7.16K
DDLS icon
1054
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$440M
$26K ﹤0.01%
657
+309
+89% +$12.2K
GSK icon
1055
GSK
GSK
$82.2B
$25.7K ﹤0.01%
670
-63
-9% -$2.42K
DON icon
1056
WisdomTree US MidCap Dividend Fund
DON
$3.82B
$25.7K ﹤0.01%
513
-16
-3% -$802
MOO icon
1057
VanEck Agribusiness ETF
MOO
$627M
$25.4K ﹤0.01%
345
EXR icon
1058
Extra Space Storage
EXR
$31.2B
$25.4K ﹤0.01%
172
+54
+46% +$7.96K
RJF icon
1059
Raymond James Financial
RJF
$33.9B
$25.3K ﹤0.01%
165
-1
-0.6% -$153
BWXT icon
1060
BWX Technologies
BWXT
$15.4B
$25.2K ﹤0.01%
175
+125
+250% +$18K
IDMO icon
1061
Invesco S&P International Developed Momentum ETF
IDMO
$1.63B
$25.2K ﹤0.01%
+492
New +$25.2K
GME icon
1062
GameStop
GME
$11.2B
$25.2K ﹤0.01%
1,032
ES icon
1063
Eversource Energy
ES
$24.4B
$25K ﹤0.01%
393
+147
+60% +$9.36K
DJUL icon
1064
FT Vest US Equity Deep Buffer ETF July
DJUL
$405M
$24.9K ﹤0.01%
561
FRME icon
1065
First Merchants
FRME
$2.31B
$24.9K ﹤0.01%
650
DFIS icon
1066
Dimensional International Small Cap ETF
DFIS
$3.91B
$24.9K ﹤0.01%
+834
New +$24.9K
IQV icon
1067
IQVIA
IQV
$31.8B
$24.7K ﹤0.01%
157
-15
-9% -$2.36K
IYZ icon
1068
iShares US Telecommunications ETF
IYZ
$607M
$24.6K ﹤0.01%
827
-136
-14% -$4.05K
IJUL icon
1069
Innovator International Developed Power Buffer ETF July
IJUL
$234M
$24.6K ﹤0.01%
770
KORP icon
1070
American Century Diversified Corporate Bond ETF
KORP
$574M
$24.5K ﹤0.01%
521
+6
+1% +$282
BMAR icon
1071
Innovator US Equity Buffer ETF March
BMAR
$227M
$24.5K ﹤0.01%
500
ZTS icon
1072
Zoetis
ZTS
$65.7B
$24.5K ﹤0.01%
157
+9
+6% +$1.4K
DJT icon
1073
Trump Media & Technology Group
DJT
$4.75B
$24.4K ﹤0.01%
1,355
+300
+28% +$5.41K
GWX icon
1074
SPDR S&P International Small Cap ETF
GWX
$789M
$24.2K ﹤0.01%
652
+170
+35% +$6.32K
FFLC icon
1075
Fidelity Fundamental Large Cap Core ETF
FFLC
$852M
$24.2K ﹤0.01%
496
+1
+0.2% +$49