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
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.6M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1
+$40.2M
2
+$14.3M
3
+$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDLS icon
1151
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$455M
$23.9K ﹤0.01%
549
-355
HSBC icon
1152
HSBC
HSBC
$308B
$23.8K ﹤0.01%
289
+76
GME icon
1153
GameStop
GME
$11.2B
$23.8K ﹤0.01%
1,032
LAC
1154
Lithium Americas
LAC
$1.61B
$23.7K ﹤0.01%
6,000
CPSO
1155
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$27.5M
$23.5K ﹤0.01%
871
+33
AEE icon
1156
Ameren
AEE
$30.7B
$23.4K ﹤0.01%
213
L icon
1157
Loews
L
$22.8B
$23.4K ﹤0.01%
219
-19
EWJ icon
1158
iShares MSCI Japan ETF
EWJ
$20.1B
$23.3K ﹤0.01%
276
-158
OKTA icon
1159
Okta
OKTA
$13.4B
$23.2K ﹤0.01%
295
XRAY icon
1160
Dentsply Sirona
XRAY
$2.39B
$23.2K ﹤0.01%
2,000
FGD icon
1161
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.34B
$23.2K ﹤0.01%
726
+568
IHE icon
1162
iShares US Pharmaceuticals ETF
IHE
$942M
$23K ﹤0.01%
266
+1
AKRE
1163
Akre Focus ETF
AKRE
$6.55B
$22.8K ﹤0.01%
432
+102
ZBH icon
1164
Zimmer Biomet
ZBH
$17.7B
$22.7K ﹤0.01%
252
GSG icon
1165
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.03B
$22.6K ﹤0.01%
700
CDNS icon
1166
Cadence Design Systems
CDNS
$91.9B
$22.5K ﹤0.01%
81
-10
LKFN icon
1167
Lakeland Financial Corp
LKFN
$1.56B
$22.5K ﹤0.01%
392
REGN icon
1168
Regeneron Pharmaceuticals
REGN
$79.5B
$22.4K ﹤0.01%
29
RF icon
1169
Regions Financial
RF
$23.7B
$22.3K ﹤0.01%
854
BIDU icon
1170
Baidu
BIDU
$43.8B
$22.3K ﹤0.01%
200
FINX icon
1171
Global X FinTech ETF
FINX
$195M
$22.1K ﹤0.01%
957
+24
FMTL
1172
First Trust Indxx Critical Metals ETF
FMTL
$27M
$22.1K ﹤0.01%
+660
BSX icon
1173
Boston Scientific
BSX
$92.2B
$22.1K ﹤0.01%
352
-15
ALB icon
1174
Albemarle
ALB
$22.2B
$22.1K ﹤0.01%
123
-12
CPNS
1175
Calamos Nasdaq-100 Structured Alt Protection ETF - September
CPNS
$25M
$22K ﹤0.01%
810
45 46
47
48 49