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
$1.06B
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 Growth 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
State Street 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
1276
$5.86K ﹤0.01%
58
-50
1277
$5.68K ﹤0.01%
513
+1
1278
$5.68K ﹤0.01%
83
-38
1279
$5.61K ﹤0.01%
190
1280
$5.61K ﹤0.01%
+250
1281
$5.54K ﹤0.01%
29
1282
$5.47K ﹤0.01%
56
+1
1283
$5.46K ﹤0.01%
83
1284
$5.45K ﹤0.01%
+92
1285
$5.45K ﹤0.01%
101
1286
$5.44K ﹤0.01%
122
1287
$5.39K ﹤0.01%
41
-200
1288
$5.38K ﹤0.01%
700
1289
$5.38K ﹤0.01%
20
1290
$5.37K ﹤0.01%
37
+18
1291
$5.37K ﹤0.01%
105
1292
$5.36K ﹤0.01%
297
1293
$5.32K ﹤0.01%
+127
1294
$5.32K ﹤0.01%
87
1295
$5.3K ﹤0.01%
39
1296
$5.3K ﹤0.01%
79
1297
$5.28K ﹤0.01%
59
1298
$5.23K ﹤0.01%
200
-1,002
1299
$5.23K ﹤0.01%
40
-4
1300
$5.21K ﹤0.01%
133
+100
50 51
52
53 54