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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LCII icon
1401
LCI Industries
LCII
$2.59B
$8.03K ﹤0.01%
88
FNF icon
1402
Fidelity National Financial
FNF
$15.8B
$8.02K ﹤0.01%
143
DIVO icon
1403
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$8.01K ﹤0.01%
188
+2
CUBE icon
1404
CubeSmart
CUBE
$8.35B
$7.92K ﹤0.01%
186
+6
SMG icon
1405
ScottsMiracle-Gro
SMG
$3.28B
$7.92K ﹤0.01%
120
-36
MEDP icon
1406
Medpace
MEDP
$16.6B
$7.85K ﹤0.01%
25
-35
CPST
1407
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$29.5M
$7.81K ﹤0.01%
299
BHP icon
1408
BHP
BHP
$140B
$7.79K ﹤0.01%
162
-52
ZETA icon
1409
Zeta Global
ZETA
$4.44B
$7.75K ﹤0.01%
500
NTLA icon
1410
Intellia Therapeutics
NTLA
$1.01B
$7.69K ﹤0.01%
+820
CFG icon
1411
Citizens Financial Group
CFG
$22.2B
$7.65K ﹤0.01%
171
-5
BIPC icon
1412
Brookfield Infrastructure
BIPC
$5.38B
$7.61K ﹤0.01%
183
WHR icon
1413
Whirlpool
WHR
$3.95B
$7.61K ﹤0.01%
75
EQT icon
1414
EQT Corp
EQT
$37.4B
$7.6K ﹤0.01%
130
IGPT icon
1415
Invesco AI and Next Gen Software ETF
IGPT
$600M
$7.57K ﹤0.01%
154
A icon
1416
Agilent Technologies
A
$41.6B
$7.55K ﹤0.01%
64
-18
BKT icon
1417
BlackRock Income Trust
BKT
$356M
$7.54K ﹤0.01%
642
MLPA icon
1418
Global X MLP ETF
MLPA
$1.81B
$7.53K ﹤0.01%
150
-17
ETSY icon
1419
Etsy
ETSY
$5.64B
$7.52K ﹤0.01%
150
+10
CBLL
1420
CeriBell Inc
CBLL
$479M
$7.49K ﹤0.01%
400
AMZU icon
1421
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$307M
$7.49K ﹤0.01%
204
+1
ESE icon
1422
ESCO Technologies
ESE
$5.69B
$7.48K ﹤0.01%
39
ALK icon
1423
Alaska Air
ALK
$4.83B
$7.42K ﹤0.01%
150
UGI icon
1424
UGI
UGI
$7.49B
$7.38K ﹤0.01%
203
+3
GGG icon
1425
Graco
GGG
$13.3B
$7.31K ﹤0.01%
85
+7
55 56
57
58 59