CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.6M
3 +$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1 +$40.2M
2 +$14.3M
3 +$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWY icon
1351
iShares MSCI South Korea ETF
EWY
$20.3B
$12.3K ﹤0.01%
100
-604
IP icon
1352
International Paper
IP
$17.3B
$12.3K ﹤0.01%
344
YUMC icon
1353
Yum China
YUMC
$17.1B
$12.3K ﹤0.01%
252
+1
CME icon
1354
CME Group
CME
$103B
$12.3K ﹤0.01%
41
-23
SIL icon
1355
Global X Silver Miners ETF NEW
SIL
$5.44B
$12.2K ﹤0.01%
+135
UFEB icon
1356
Innovator US Equity Ultra Buffer ETF February
UFEB
$251M
$12.1K ﹤0.01%
+334
GRRR
1357
Gorilla Technology Group
GRRR
$362M
$12.1K ﹤0.01%
1,150
-2,650
FGM icon
1358
First Trust Germany AlphaDEX Fund
FGM
$115M
$12K ﹤0.01%
200
ZION icon
1359
Zions Bancorporation
ZION
$9.02B
$12K ﹤0.01%
208
XPEV icon
1360
XPeng
XPEV
$15.9B
$12K ﹤0.01%
700
VTRS icon
1361
Viatris
VTRS
$17B
$12K ﹤0.01%
886
+631
TM icon
1362
Toyota
TM
$251B
$12K ﹤0.01%
58
+35
PULS icon
1363
PGIM Ultra Short Bond ETF
PULS
$15.2B
$11.9K ﹤0.01%
241
+180
DBC icon
1364
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$11.9K ﹤0.01%
412
VNLA icon
1365
Janus Henderson Short Duration Income ETF
VNLA
$3.17B
$11.9K ﹤0.01%
243
-1,033
KLAC icon
1366
KLA
KLAC
$254B
$11.8K ﹤0.01%
8
-57
A icon
1367
Agilent Technologies
A
$32.7B
$11.7K ﹤0.01%
103
+1
VNOM icon
1368
Viper Energy
VNOM
$9.24B
$11.7K ﹤0.01%
248
+235
IYR icon
1369
iShares US Real Estate ETF
IYR
$4.07B
$11.6K ﹤0.01%
123
SPYX icon
1370
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.58B
$11.6K ﹤0.01%
219
RLI icon
1371
RLI Corp
RLI
$4.86B
$11.5K ﹤0.01%
202
+1
SMR icon
1372
NuScale Power
SMR
$3.87B
$11.5K ﹤0.01%
1,060
PDD icon
1373
Pinduoduo
PDD
$139B
$11.4K ﹤0.01%
112
HEMI
1374
Hartford Equity Premium Income ETF
HEMI
$33M
$11.4K ﹤0.01%
+300
TLTE icon
1375
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$349M
$11.4K ﹤0.01%
170
+136