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
GDX icon
1076
VanEck Gold Miners ETF
GDX
$21B
$24.2K ﹤0.01%
465
+200
+75% +$10.4K
RBLX icon
1077
Roblox
RBLX
$92.4B
$24.2K ﹤0.01%
230
-3
-1% -$316
SDY icon
1078
SPDR S&P Dividend ETF
SDY
$20.5B
$24.2K ﹤0.01%
178
EW icon
1079
Edwards Lifesciences
EW
$45.5B
$24.1K ﹤0.01%
308
+5
+2% +$391
LKFN icon
1080
Lakeland Financial Corp
LKFN
$1.66B
$24.1K ﹤0.01%
392
NUEM icon
1081
Nuveen ESG Emerging Markets Equity ETF
NUEM
$317M
$24.1K ﹤0.01%
725
HPQ icon
1082
HP
HPQ
$26.1B
$24K ﹤0.01%
981
+288
+42% +$7.04K
VTWG icon
1083
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
$24K ﹤0.01%
115
SPTI icon
1084
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.1B
$23.8K ﹤0.01%
827
+499
+152% +$14.4K
XHYE icon
1085
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.7M
$23.8K ﹤0.01%
615
-58
-9% -$2.24K
GNTX icon
1086
Gentex
GNTX
$6.25B
$23.7K ﹤0.01%
1,079
-104
-9% -$2.29K
QTEC icon
1087
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.73B
$23.6K ﹤0.01%
111
FTA icon
1088
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
$23.6K ﹤0.01%
300
BJUL icon
1089
Innovator US Equity Buffer ETF July
BJUL
$294M
$23.6K ﹤0.01%
500
ENTG icon
1090
Entegris
ENTG
$13.2B
$23.5K ﹤0.01%
291
-17
-6% -$1.37K
VDE icon
1091
Vanguard Energy ETF
VDE
$7.29B
$23.5K ﹤0.01%
197
CL icon
1092
Colgate-Palmolive
CL
$67.3B
$23.5K ﹤0.01%
258
+10
+4% +$909
FNOV icon
1093
FT Vest US Equity Buffer ETF November
FNOV
$1,000M
$23.5K ﹤0.01%
468
CBRE icon
1094
CBRE Group
CBRE
$48.8B
$23.4K ﹤0.01%
167
+5
+3% +$701
DRLL icon
1095
Strive US Energy ETF
DRLL
$260M
$23.4K ﹤0.01%
861
+5
+0.6% +$136
MEAR icon
1096
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.23B
$23.3K ﹤0.01%
464
+3
+0.7% +$151
DOCU icon
1097
DocuSign
DOCU
$16.1B
$23.2K ﹤0.01%
298
DTE icon
1098
DTE Energy
DTE
$28.4B
$23.2K ﹤0.01%
175
QCAP
1099
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$40.7M
$23.2K ﹤0.01%
1,018
+559
+122% +$12.7K
KYN icon
1100
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
$23.1K ﹤0.01%
1,819