CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.02M
3
+$5.02M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$4.95M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$4.71M

Top Sells

1
+$8.35M
2
+$4.12M
3
+$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
HighPeak Energy
HPK
+$2.87M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.63%
3 Consumer Discretionary 2.56%
4 Industrials 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOVI icon
1201
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.04B
$17K ﹤0.01%
616
COM icon
1202
Direxion Auspice Broad Commodity Strategy ETF
COM
$192M
$16.8K ﹤0.01%
569
-1,838
HSBC icon
1203
HSBC
HSBC
$282B
$16.8K ﹤0.01%
213
MSA icon
1204
Mine Safety
MSA
$6.96B
$16.7K ﹤0.01%
104
-553
CAG icon
1205
Conagra Brands
CAG
$7.85B
$16.6K ﹤0.01%
961
+51
PGX icon
1206
Invesco Preferred ETF
PGX
$3.91B
$16.6K ﹤0.01%
1,479
EOG icon
1207
EOG Resources
EOG
$72.3B
$16.6K ﹤0.01%
158
-50
VONV icon
1208
Vanguard Russell 1000 Value ETF
VONV
$16.2B
$16.5K ﹤0.01%
178
+1
DDWM icon
1209
WisdomTree Dynamic International Equity Fund
DDWM
$1.26B
$16.5K ﹤0.01%
378
LUCD icon
1210
Lucid Diagnostics
LUCD
$185M
$16.4K ﹤0.01%
15,000
COLL icon
1211
Collegium Pharmaceutical
COLL
$1.12B
$16.2K ﹤0.01%
350
SNA icon
1212
Snap-on
SNA
$19B
$16.2K ﹤0.01%
47
GSG icon
1213
iShares S&P GSCI Commodity-Indexed Trust
GSG
$938M
$16.1K ﹤0.01%
700
FEX icon
1214
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.4B
$16.1K ﹤0.01%
136
+1
VALE icon
1215
Vale
VALE
$64.3B
$16K ﹤0.01%
1,225
SBFG icon
1216
SB Financial Group
SBFG
$126M
$15.7K ﹤0.01%
705
FSLR icon
1217
First Solar
FSLR
$21.3B
$15.7K ﹤0.01%
+60
DLS icon
1218
WisdomTree International SmallCap Dividend Fund
DLS
$1B
$15.6K ﹤0.01%
193
-28
PEXL icon
1219
Pacer US Export Leaders ETF
PEXL
$40.9M
$15.5K ﹤0.01%
255
FSEP icon
1220
FT Vest US Equity Buffer ETF September
FSEP
$1.14B
$15.5K ﹤0.01%
300
AESR icon
1221
Anfield US Equity Sector Rotation ETF
AESR
$145M
$15.4K ﹤0.01%
+908
CGSM icon
1222
Capital Group Short Duration Municipal Income ETF
CGSM
$1.08B
$15.4K ﹤0.01%
584
+150
QSPT icon
1223
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$501M
$15.4K ﹤0.01%
485
DJT icon
1224
Trump Media & Technology Group
DJT
$2.77B
$15.3K ﹤0.01%
1,156
+23
HIG icon
1225
Hartford Financial Services
HIG
$37.1B
$15.3K ﹤0.01%
111
+109
47 48
49
50 51