CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
LAC
1076
Lithium Americas
LAC
$1.38B
$26.2K ﹤0.01%
6,000
-1,000
CWT icon
1077
California Water Service
CWT
$2.64B
$26.1K ﹤0.01%
603
-1,724
BIDU icon
1078
Baidu
BIDU
$42.3B
$26.1K ﹤0.01%
200
TSCO icon
1079
Tractor Supply
TSCO
$26B
$25.9K ﹤0.01%
519
-432
FTA icon
1080
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.25B
$25.8K ﹤0.01%
300
IJUL icon
1081
Innovator International Developed Power Buffer ETF July
IJUL
$203M
$25.8K ﹤0.01%
770
NUEM icon
1082
Nuveen ESG Emerging Markets Equity ETF
NUEM
$336M
$25.8K ﹤0.01%
725
WTRG icon
1083
Essential Utilities
WTRG
$11.4B
$25.8K ﹤0.01%
672
-1,912
FNOV icon
1084
FT Vest US Equity Buffer ETF November
FNOV
$1.14B
$25.7K ﹤0.01%
468
QTEC icon
1085
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.8B
$25.6K ﹤0.01%
111
GOCT icon
1086
FT Vest US Equity Moderate Buffer ETF October
GOCT
$319M
$25.5K ﹤0.01%
+650
OKTA icon
1087
Okta
OKTA
$14.3B
$25.5K ﹤0.01%
295
-100
BJUL icon
1088
Innovator US Equity Buffer ETF July
BJUL
$261M
$25.4K ﹤0.01%
500
SMA
1089
SmartStop Self Storage REIT
SMA
$1.84B
$25.3K ﹤0.01%
+819
GDV icon
1090
Gabelli Dividend & Income Trust
GDV
$2.44B
$25.2K ﹤0.01%
909
-101
SKYY icon
1091
First Trust Cloud Computing ETF
SKYY
$2.48B
$25.2K ﹤0.01%
194
CHD icon
1092
Church & Dwight Co
CHD
$23.7B
$25.2K ﹤0.01%
301
-5
DRLL icon
1093
Strive US Energy ETF
DRLL
$301M
$25.2K ﹤0.01%
882
+13
L icon
1094
Loews
L
$22.4B
$25.1K ﹤0.01%
238
VDE icon
1095
Vanguard Energy ETF
VDE
$9.44B
$24.8K ﹤0.01%
197
SDY icon
1096
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$24.8K ﹤0.01%
178
CPRT icon
1097
Copart
CPRT
$34.7B
$24.5K ﹤0.01%
627
-246
DON icon
1098
WisdomTree US MidCap Dividend Fund
DON
$3.72B
$24.5K ﹤0.01%
474
-39
FRME icon
1099
First Merchants
FRME
$2.3B
$24.4K ﹤0.01%
650
IFEB icon
1100
Innovator International Developed Power Buffer ETF February
IFEB
$83.2M
$24.2K ﹤0.01%
800
42 43
44
45 46