CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Return 10.76%
This Quarter Return
+6.71%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
+$63.7M
Cap. Flow %
4.59%
Top 10 Hldgs %
21.11%
Holding
2,205
New
146
Increased
626
Reduced
606
Closed
190
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LCII icon
1401
LCI Industries
LCII
$2.43B
$8.03K ﹤0.01%
88
FNF icon
1402
Fidelity National Financial
FNF
$16.4B
$8.02K ﹤0.01%
143
DIVO icon
1403
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.07B
$8.01K ﹤0.01%
188
+2
+1% +$85
CUBE icon
1404
CubeSmart
CUBE
$9.39B
$7.92K ﹤0.01%
186
+6
+3% +$255
SMG icon
1405
ScottsMiracle-Gro
SMG
$3.51B
$7.92K ﹤0.01%
120
-36
-23% -$2.37K
MEDP icon
1406
Medpace
MEDP
$13.8B
$7.85K ﹤0.01%
25
-35
-58% -$11K
CPST
1407
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$26.7M
$7.81K ﹤0.01%
299
BHP icon
1408
BHP
BHP
$137B
$7.79K ﹤0.01%
162
-52
-24% -$2.5K
ZETA icon
1409
Zeta Global
ZETA
$4.84B
$7.75K ﹤0.01%
500
NTLA icon
1410
Intellia Therapeutics
NTLA
$1.23B
$7.69K ﹤0.01%
+820
New +$7.69K
CFG icon
1411
Citizens Financial Group
CFG
$22.4B
$7.65K ﹤0.01%
171
-5
-3% -$224
BIPC icon
1412
Brookfield Infrastructure
BIPC
$4.76B
$7.61K ﹤0.01%
183
WHR icon
1413
Whirlpool
WHR
$5.15B
$7.61K ﹤0.01%
75
EQT icon
1414
EQT Corp
EQT
$31.8B
$7.6K ﹤0.01%
130
IGPT icon
1415
Invesco AI and Next Gen Software ETF
IGPT
$545M
$7.57K ﹤0.01%
154
A icon
1416
Agilent Technologies
A
$34.9B
$7.55K ﹤0.01%
64
-18
-22% -$2.12K
BKT icon
1417
BlackRock Income Trust
BKT
$287M
$7.54K ﹤0.01%
642
MLPA icon
1418
Global X MLP ETF
MLPA
$1.83B
$7.53K ﹤0.01%
150
-17
-10% -$853
ETSY icon
1419
Etsy
ETSY
$5.84B
$7.52K ﹤0.01%
150
+10
+7% +$502
CBLL
1420
CeriBell, Inc. Common Stock
CBLL
$424M
$7.49K ﹤0.01%
400
AMZU icon
1421
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$282M
$7.49K ﹤0.01%
204
+1
+0.5% +$37
ESE icon
1422
ESCO Technologies
ESE
$5.38B
$7.48K ﹤0.01%
39
ALK icon
1423
Alaska Air
ALK
$7.31B
$7.42K ﹤0.01%
150
UGI icon
1424
UGI
UGI
$7.47B
$7.38K ﹤0.01%
203
+3
+2% +$109
GGG icon
1425
Graco
GGG
$14B
$7.31K ﹤0.01%
85
+7
+9% +$602