CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
CNP icon
1051
CenterPoint Energy
CNP
$27.8B
$29.1K ﹤0.01%
759
DGXX
1052
Digi Power X Inc
DGXX
$237M
$29.1K ﹤0.01%
+11,400
HUBB icon
1053
Hubbell
HUBB
$29.3B
$28.9K ﹤0.01%
65
LUV icon
1054
Southwest Airlines
LUV
$19.3B
$28.7K ﹤0.01%
695
-363
AMT icon
1055
American Tower
AMT
$83.1B
$28.6K ﹤0.01%
163
-2
PRU icon
1056
Prudential Financial
PRU
$32.8B
$28.5K ﹤0.01%
253
-104
CDNS icon
1057
Cadence Design Systems
CDNS
$91.9B
$28.4K ﹤0.01%
91
AXON icon
1058
Axon Enterprise
AXON
$32B
$28.4K ﹤0.01%
+50
BWZ icon
1059
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$322M
$28.2K ﹤0.01%
1,027
+6
CPSR
1060
Calamos S&P 500 Structured Alt Protection ETF - March
CPSR
$30.8M
$28K ﹤0.01%
1,110
+173
PPLT icon
1061
abrdn Physical Platinum Shares ETF
PPLT
$2.55B
$28K ﹤0.01%
150
+114
FINX icon
1062
Global X FinTech ETF
FINX
$195M
$27.5K ﹤0.01%
933
-55
CPSN
1063
Calamos S&P 500 Structured Alt Protection ETF - November
CPSN
$35.5M
$27.3K ﹤0.01%
1,015
NXTG icon
1064
First Trust Indxx NextG ETF
NXTG
$488M
$27.3K ﹤0.01%
253
-66
VTWG icon
1065
Vanguard Russell 2000 Growth ETF
VTWG
$1.35B
$27.2K ﹤0.01%
115
ANF icon
1066
Abercrombie & Fitch
ANF
$3.9B
$27.2K ﹤0.01%
216
HYS icon
1067
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.69B
$26.9K ﹤0.01%
284
+5
PSEC icon
1068
Prospect Capital
PSEC
$1.33B
$26.9K ﹤0.01%
10,400
+539
FREL icon
1069
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$26.7K ﹤0.01%
994
FFLC icon
1070
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.08B
$26.6K ﹤0.01%
499
+2
ADI icon
1071
Analog Devices
ADI
$195B
$26.6K ﹤0.01%
98
-88
BMAR icon
1072
Innovator US Equity Buffer ETF March
BMAR
$196M
$26.5K ﹤0.01%
500
RJF icon
1073
Raymond James Financial
RJF
$29.9B
$26.5K ﹤0.01%
165
AOS icon
1074
A.O. Smith
AOS
$8.9B
$26.4K ﹤0.01%
394
+383
BOX icon
1075
Box
BOX
$3.36B
$26.2K ﹤0.01%
877
-500
41 42
43
44 45