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 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
SUSC icon
1251
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.37B
$14.4K ﹤0.01%
614
-905
FTXL icon
1252
First Trust Nasdaq Semiconductor ETF
FTXL
$1.5B
$14.3K ﹤0.01%
111
NUSC icon
1253
Nuveen ESG Small-Cap ETF
NUSC
$1.14B
$14.3K ﹤0.01%
320
SSO icon
1254
ProShares Ultra S&P500
SSO
$6.38B
$14.2K ﹤0.01%
+246
IAUG
1255
Innovator International Developed Power Buffer ETF - August
IAUG
$69.4M
$14.2K ﹤0.01%
500
HTD
1256
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$888M
$14.2K ﹤0.01%
600
XPEV icon
1257
XPeng
XPEV
$19.2B
$14.2K ﹤0.01%
700
MUFG icon
1258
Mitsubishi UFJ Financial
MUFG
$186B
$14.1K ﹤0.01%
891
-63
VKTX icon
1259
Viking Therapeutics
VKTX
$4.06B
$14.1K ﹤0.01%
400
MTGP icon
1260
WisdomTree Mortgage Plus Bond Fund
MTGP
$75.6M
$14K ﹤0.01%
315
DJTWW
1261
Trump Media & Technology Group Warrants
DJTWW
$1.1B
$14K ﹤0.01%
2,000
RKLB icon
1262
Rocket Lab Corp
RKLB
$39.6B
$14K ﹤0.01%
200
BCS icon
1263
Barclays
BCS
$72.1B
$13.9K ﹤0.01%
548
IYY icon
1264
iShares Dow Jones US ETF
IYY
$2.68B
$13.9K ﹤0.01%
84
KKR icon
1265
KKR & Co
KKR
$75B
$13.9K ﹤0.01%
109
ZDEK
1266
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$122M
$13.9K ﹤0.01%
+540
IWO icon
1267
iShares Russell 2000 Growth ETF
IWO
$12.4B
$13.9K ﹤0.01%
43
A icon
1268
Agilent Technologies
A
$31.6B
$13.9K ﹤0.01%
102
+38
VLUE icon
1269
iShares MSCI USA Value Factor ETF
VLUE
$10B
$13.8K ﹤0.01%
101
NOW icon
1270
ServiceNow
NOW
$119B
$13.8K ﹤0.01%
90
+10
RNR icon
1271
RenaissanceRe
RNR
$12.7B
$13.8K ﹤0.01%
49
GEM icon
1272
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.32B
$13.8K ﹤0.01%
331
IVT icon
1273
InvenTrust Properties
IVT
$2.4B
$13.8K ﹤0.01%
488
+2
AWK icon
1274
American Water Works
AWK
$27.2B
$13.7K ﹤0.01%
105
KHC icon
1275
Kraft Heinz
KHC
$26.8B
$13.7K ﹤0.01%
563