CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
POCT icon
1126
Innovator US Equity Power Buffer ETF October
POCT
$776M
$20.6K ﹤0.01%
500
-38
FXN icon
1127
First Trust Energy AlphaDEX Fund
FXN
$282M
$20.5K ﹤0.01%
1,350
CRWV
1128
CoreWeave Inc
CRWV
$38.8B
$20.4K ﹤0.01%
+125
AEE icon
1129
Ameren
AEE
$28.3B
$20.3K ﹤0.01%
212
-24
TPR icon
1130
Tapestry
TPR
$20.8B
$20.3K ﹤0.01%
231
+1
JOET icon
1131
Virtus Terranova US Quality Momentum ETF
JOET
$226M
$20.3K ﹤0.01%
496
EOG icon
1132
EOG Resources
EOG
$59.3B
$20.2K ﹤0.01%
169
+4
ECL icon
1133
Ecolab
ECL
$73.2B
$20.2K ﹤0.01%
75
-34
GTO icon
1134
Invesco Total Return Bond ETF
GTO
$1.92B
$20.2K ﹤0.01%
430
IONQ icon
1135
IonQ
IONQ
$16.7B
$20.2K ﹤0.01%
469
-26
APA icon
1136
APA Corp
APA
$8.76B
$20.1K ﹤0.01%
1,098
+515
RF icon
1137
Regions Financial
RF
$21.9B
$20.1K ﹤0.01%
854
-5
VIOO icon
1138
Vanguard S&P Small-Cap 600 ETF
VIOO
$3B
$20K ﹤0.01%
198
+28
RLI icon
1139
RLI Corp
RLI
$5.81B
$20K ﹤0.01%
277
ITEQ icon
1140
Amplify BlueStar Israel Technology ETF
ITEQ
$99.3M
$19.9K ﹤0.01%
352
PAAS icon
1141
Pan American Silver
PAAS
$16.5B
$19.9K ﹤0.01%
700
+200
PTF icon
1142
Invesco Dorsey Wright Technology Momentum ETF
PTF
$383M
$19.9K ﹤0.01%
291
IVOV icon
1143
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.05B
$19.9K ﹤0.01%
208
BPOP icon
1144
Popular Inc
BPOP
$7.7B
$19.8K ﹤0.01%
180
-32
IGE icon
1145
iShares North American Natural Resources ETF
IGE
$627M
$19.8K ﹤0.01%
448
ATEN icon
1146
A10 Networks
ATEN
$1.23B
$19.7K ﹤0.01%
1,018
+3
IUSG icon
1147
iShares Core S&P US Growth ETF
IUSG
$25.7B
$19.7K ﹤0.01%
131
FLEX icon
1148
Flex
FLEX
$22.2B
$19.7K ﹤0.01%
394
BX icon
1149
Blackstone
BX
$108B
$19.7K ﹤0.01%
131
-11
HOG icon
1150
Harley-Davidson
HOG
$2.93B
$19.6K ﹤0.01%
832
-5
44 45
46
47 48