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
CART icon
1326
Maplebear
CART
$9.04B
$11.7K ﹤0.01%
261
NI icon
1327
NiSource
NI
$22.5B
$11.7K ﹤0.01%
280
GIS icon
1328
General Mills
GIS
$21.3B
$11.6K ﹤0.01%
250
-5
NFJ
1329
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.2B
$11.6K ﹤0.01%
897
IYR icon
1330
iShares US Real Estate ETF
IYR
$4.52B
$11.5K ﹤0.01%
123
IRM icon
1331
Iron Mountain
IRM
$32B
$11.5K ﹤0.01%
139
+49
XPO icon
1332
XPO
XPO
$21.9B
$11.4K ﹤0.01%
84
ARKF icon
1333
ARK Blockchain & Fintech Innovation ETF
ARKF
$832M
$11.4K ﹤0.01%
239
-44
RYN icon
1334
Rayonier
RYN
$6.23B
$11.3K ﹤0.01%
524
-124
GLW icon
1335
Corning
GLW
$112B
$11.3K ﹤0.01%
129
BBSC icon
1336
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$661M
$11.3K ﹤0.01%
152
+1
CRPT icon
1337
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$97.3M
$11.3K ﹤0.01%
750
-500
FE icon
1338
FirstEnergy
FE
$29.6B
$11.1K ﹤0.01%
248
XMLV icon
1339
Invesco S&P MidCap Low Volatility ETF
XMLV
$740M
$11.1K ﹤0.01%
178
UTES icon
1340
Virtus Reaves Utilities ETF
UTES
$1.4B
$10.7K ﹤0.01%
136
+16
MED icon
1341
Medifast
MED
$108M
$10.7K ﹤0.01%
1,000
LCII icon
1342
LCI Industries
LCII
$3B
$10.7K ﹤0.01%
88
MET icon
1343
MetLife
MET
$45B
$10.7K ﹤0.01%
135
CACI icon
1344
CACI
CACI
$13.6B
$10.7K ﹤0.01%
20
DEA
1345
Easterly Government Properties
DEA
$1.02B
$10.6K ﹤0.01%
500
CLX icon
1346
Clorox
CLX
$13.5B
$10.6K ﹤0.01%
105
+54
HWKN icon
1347
Hawkins
HWKN
$2.95B
$10.5K ﹤0.01%
74
STT icon
1348
State Street
STT
$34.5B
$10.4K ﹤0.01%
81
MARM icon
1349
FT Vest US Equity Max Buffer ETF March
MARM
$106M
$10.4K ﹤0.01%
316
-861
PDBC icon
1350
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.26B
$10.4K ﹤0.01%
787
+8
52 53
54
55 56