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
ROK icon
1401
Rockwell Automation
ROK
$42B
$8.18K ﹤0.01%
21
CPST
1402
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$32.6M
$8.13K ﹤0.01%
301
+2
SGOL icon
1403
abrdn Physical Gold Shares ETF
SGOL
$9.01B
$8.09K ﹤0.01%
197
MELI icon
1404
Mercado Libre
MELI
$89.5B
$8.06K ﹤0.01%
4
-8
DIVO icon
1405
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.5B
$8.04K ﹤0.01%
181
+3
APLD icon
1406
Applied Digital
APLD
$7.97B
$7.92K ﹤0.01%
323
+100
PNFP icon
1407
Pinnacle Financial Partners Inc
PNFP
$13B
$7.82K ﹤0.01%
82
-180
ILCB icon
1408
iShares Morningstar US Equity ETF
ILCB
$1.14B
$7.74K ﹤0.01%
82
ICLN icon
1409
iShares Global Clean Energy ETF
ICLN
$2.16B
$7.68K ﹤0.01%
468
+3
DB icon
1410
Deutsche Bank
DB
$60.2B
$7.67K ﹤0.01%
199
-18
TXT icon
1411
Textron
TXT
$16.1B
$7.67K ﹤0.01%
88
CGCV
1412
Capital Group Conservative Equity ETF
CGCV
$1.5B
$7.62K ﹤0.01%
+250
ALK icon
1413
Alaska Air
ALK
$4.74B
$7.54K ﹤0.01%
150
ELS icon
1414
Equity Lifestyle Properties
ELS
$13.1B
$7.52K ﹤0.01%
124
NWLG icon
1415
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.1M
$7.49K ﹤0.01%
197
REMX icon
1416
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.97B
$7.43K ﹤0.01%
100
+1
QSR icon
1417
Restaurant Brands International
QSR
$24.9B
$7.37K ﹤0.01%
108
SOXQ icon
1418
Invesco PHLX Semiconductor ETF
SOXQ
$1.02B
$7.36K ﹤0.01%
132
-61
TDTT icon
1419
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.56B
$7.36K ﹤0.01%
306
-331
GOLY icon
1420
Strategy Shares Gold-Hedged Bond ETF
GOLY
$181M
$7.35K ﹤0.01%
210
+5
AMZU icon
1421
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
AMZU
$356M
$7.3K ﹤0.01%
209
-97
ILF icon
1422
iShares Latin America 40 ETF
ILF
$4.21B
$7.25K ﹤0.01%
+238
BK icon
1423
Bank of New York Mellon
BK
$79.4B
$7.2K ﹤0.01%
62
-108
MSFX icon
1424
T-Rex 2X Long Microsoft Daily Target ETF
MSFX
$21.3M
$7.2K ﹤0.01%
263
+63
EMLP icon
1425
First Trust North American Energy Infrastructure Fund
EMLP
$3.92B
$7.2K ﹤0.01%
190
-117
55 56
57
58 59