CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBL icon
1251
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$92M
$13.7K ﹤0.01%
300
GSLC icon
1252
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$13.7K ﹤0.01%
113
-12
PBDE
1253
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
$23.7M
$13.7K ﹤0.01%
500
ESGV icon
1254
Vanguard ESG US Stock ETF
ESGV
$11.6B
$13.7K ﹤0.01%
125
PTLO icon
1255
Portillo's
PTLO
$345M
$13.5K ﹤0.01%
1,154
SBFG icon
1256
SB Financial Group
SBFG
$128M
$13.5K ﹤0.01%
705
IAK icon
1257
iShares US Insurance ETF
IAK
$708M
$13.4K ﹤0.01%
100
NDAQ icon
1258
Nasdaq
NDAQ
$49.7B
$13.4K ﹤0.01%
150
-5
CLH icon
1259
Clean Harbors
CLH
$10.9B
$13.4K ﹤0.01%
58
IHAK icon
1260
iShares Cybersecurity and Tech ETF
IHAK
$906M
$13.3K ﹤0.01%
251
+1
REG icon
1261
Regency Centers
REG
$12.8B
$13.3K ﹤0.01%
187
CWB icon
1262
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.52B
$13.3K ﹤0.01%
161
-28
IVT icon
1263
InvenTrust Properties
IVT
$2.18B
$13.3K ﹤0.01%
484
+2
AIG icon
1264
American International
AIG
$42.3B
$13.3K ﹤0.01%
155
-27
PEXL icon
1265
Pacer US Export Leaders ETF
PEXL
$43.4M
$13.2K ﹤0.01%
255
RUM icon
1266
Rumble
RUM
$1.92B
$13.2K ﹤0.01%
1,473
VIGI icon
1267
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$13.2K ﹤0.01%
147
+1
CPSO
1268
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$16.1M
$13.2K ﹤0.01%
503
-36
NUSC icon
1269
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$13K ﹤0.01%
320
HLN icon
1270
Haleon
HLN
$42.7B
$13K ﹤0.01%
1,249
-258
XHB icon
1271
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$12.9K ﹤0.01%
131
-886
IYY icon
1272
iShares Dow Jones US ETF
IYY
$2.68B
$12.7K ﹤0.01%
84
CGXU icon
1273
Capital Group International Focus Equity ETF
CGXU
$4.2B
$12.6K ﹤0.01%
465
XPEV icon
1274
XPeng
XPEV
$23.8B
$12.5K ﹤0.01%
700
UHS icon
1275
Universal Health Services
UHS
$14.1B
$12.5K ﹤0.01%
69
49 50
51
52 53