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
GDX icon
1076
VanEck Gold Miners ETF
GDX
$20.6B
$24.2K ﹤0.01%
465
+200
RBLX icon
1077
Roblox
RBLX
$91.3B
$24.2K ﹤0.01%
230
-3
SDY icon
1078
SPDR S&P Dividend ETF
SDY
$20.2B
$24.2K ﹤0.01%
178
EW icon
1079
Edwards Lifesciences
EW
$48.3B
$24.1K ﹤0.01%
308
+5
LKFN icon
1080
Lakeland Financial Corp
LKFN
$1.49B
$24.1K ﹤0.01%
392
NUEM icon
1081
Nuveen ESG Emerging Markets Equity ETF
NUEM
$334M
$24.1K ﹤0.01%
725
HPQ icon
1082
HP
HPQ
$26.2B
$24K ﹤0.01%
981
+288
VTWG icon
1083
Vanguard Russell 2000 Growth ETF
VTWG
$1.15B
$24K ﹤0.01%
115
SPTI icon
1084
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.29B
$23.8K ﹤0.01%
827
+499
XHYE icon
1085
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.8M
$23.8K ﹤0.01%
615
-58
GNTX icon
1086
Gentex
GNTX
$5.2B
$23.7K ﹤0.01%
1,079
-104
QTEC icon
1087
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.04B
$23.6K ﹤0.01%
111
FTA icon
1088
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.16B
$23.6K ﹤0.01%
300
BJUL icon
1089
Innovator US Equity Buffer ETF July
BJUL
$301M
$23.6K ﹤0.01%
500
ENTG icon
1090
Entegris
ENTG
$13.9B
$23.5K ﹤0.01%
291
-17
VDE icon
1091
Vanguard Energy ETF
VDE
$7.17B
$23.5K ﹤0.01%
197
CL icon
1092
Colgate-Palmolive
CL
$62.3B
$23.5K ﹤0.01%
258
+10
FNOV icon
1093
FT Vest US Equity Buffer ETF November
FNOV
$1.01B
$23.5K ﹤0.01%
468
CBRE icon
1094
CBRE Group
CBRE
$47.4B
$23.4K ﹤0.01%
167
+5
DRLL icon
1095
Strive US Energy ETF
DRLL
$254M
$23.4K ﹤0.01%
861
+5
MEAR icon
1096
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
$23.3K ﹤0.01%
464
+3
DOCU icon
1097
DocuSign
DOCU
$14.2B
$23.2K ﹤0.01%
298
DTE icon
1098
DTE Energy
DTE
$29B
$23.2K ﹤0.01%
175
QCAP
1099
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$41.1M
$23.2K ﹤0.01%
1,018
+559
KYN icon
1100
Kayne Anderson Energy Infrastructure Fund
KYN
$1.96B
$23.1K ﹤0.01%
1,819
42 43
44
45 46