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
NTR icon
1151
Nutrien
NTR
$27.7B
$19.6K ﹤0.01%
336
AOM icon
1152
iShares Core Moderate Allocation ETF
AOM
$1.61B
$19.6K ﹤0.01%
425
+355
+507% +$16.3K
BIZD icon
1153
VanEck BDC Income ETF
BIZD
$1.67B
$19.5K ﹤0.01%
1,200
PAI
1154
Western Asset Investment Grade Income Fund
PAI
$122M
$19.5K ﹤0.01%
1,501
PHM icon
1155
Pultegroup
PHM
$27B
$19.5K ﹤0.01%
185
-49
-21% -$5.15K
OCTH icon
1156
Innovator Premium Income 20 Barrier ETF October
OCTH
$18.2M
$19.1K ﹤0.01%
800
OCTJ icon
1157
Innovator Premium Income 30 Barrier ETF October
OCTJ
$19.3M
$19.1K ﹤0.01%
800
SHEL icon
1158
Shell
SHEL
$207B
$19K ﹤0.01%
270
-104
-28% -$7.33K
FEBU
1159
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$49.1M
$19K ﹤0.01%
+738
New +$19K
PFFV icon
1160
Global X Variable Rate Preferred ETF
PFFV
$315M
$18.9K ﹤0.01%
828
+11
+1% +$251
SPTB
1161
SPDR Portfolio Treasury ETF
SPTB
$92.1M
$18.8K ﹤0.01%
617
+6
+1% +$183
FNDC icon
1162
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$18.6K ﹤0.01%
442
RMD icon
1163
ResMed
RMD
$39.6B
$18.6K ﹤0.01%
72
-24
-25% -$6.19K
CI icon
1164
Cigna
CI
$80.8B
$18.5K ﹤0.01%
56
-11
-16% -$3.64K
CPSF
1165
Calamos S&P 500 Structured Alt Protection ETF - February
CPSF
$25.1M
$18.5K ﹤0.01%
+751
New +$18.5K
BAUG icon
1166
Innovator US Equity Buffer ETF August
BAUG
$216M
$18.4K ﹤0.01%
400
-200
-33% -$9.2K
FOF icon
1167
Cohen & Steers Closed End Opportunity Fund
FOF
$361M
$18.4K ﹤0.01%
1,458
GFEB icon
1168
FT Vest US Equity Moderate Buffer ETF February
GFEB
$357M
$18.4K ﹤0.01%
472
CME icon
1169
CME Group
CME
$94.5B
$18.3K ﹤0.01%
66
+3
+5% +$833
NAD icon
1170
Nuveen Quality Municipal Income Fund
NAD
$2.75B
$18.2K ﹤0.01%
1,611
BOCT icon
1171
Innovator US Equity Buffer ETF October
BOCT
$238M
$18.2K ﹤0.01%
400
GIGB icon
1172
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$689M
$18.1K ﹤0.01%
394
-445
-53% -$20.5K
WDC icon
1173
Western Digital
WDC
$33.9B
$18.1K ﹤0.01%
283
TT icon
1174
Trane Technologies
TT
$89.2B
$17.9K ﹤0.01%
41
+13
+46% +$5.69K
ANF icon
1175
Abercrombie & Fitch
ANF
$4.12B
$17.9K ﹤0.01%
216