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
$1.06B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$14M
3
+$13M
4
GLRY icon
Inspire Momentum ETF
GLRY
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.6M

Top Sells

1
+$23.3M
2
+$15.5M
3
+$12.3M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$11.7M
5
ISMD icon
Inspire Small/Mid Cap Impact ETF
ISMD
+$11.4M

Sector Composition

1 Technology 4.6%
2 Industrials 2.53%
3 Consumer Discretionary 2.47%
4 Financials 2.38%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$8.89K ﹤0.01%
120
-11
1177
$8.86K ﹤0.01%
30
+10
1178
$8.86K ﹤0.01%
254
1179
$8.82K ﹤0.01%
1,038
-50
1180
$8.79K ﹤0.01%
110
1181
$8.78K ﹤0.01%
45
1182
$8.76K ﹤0.01%
+2,167
1183
$8.73K ﹤0.01%
134
1184
$8.67K ﹤0.01%
25
-4
1185
$8.63K ﹤0.01%
236
1186
$8.63K ﹤0.01%
300
1187
$8.55K ﹤0.01%
666
1188
$8.54K ﹤0.01%
600
1189
$8.53K ﹤0.01%
387
1190
$8.51K ﹤0.01%
+42
1191
$8.49K ﹤0.01%
59
1192
$8.48K ﹤0.01%
66
1193
$8.47K ﹤0.01%
+1,233
1194
$8.45K ﹤0.01%
+378
1195
$8.45K ﹤0.01%
146
-348
1196
$8.41K ﹤0.01%
195
1197
$8.36K ﹤0.01%
282
1198
$8.34K ﹤0.01%
300
1199
$8.33K ﹤0.01%
97
1200
$8.33K ﹤0.01%
273
+49
46 47
48
49 50