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
ARCC icon
1426
Ares Capital
ARCC
$14.5B
$7.29K ﹤0.01%
332
+7
ONON icon
1427
On Holding
ONON
$14B
$7.24K ﹤0.01%
139
CODI icon
1428
Compass Diversified
CODI
$433M
$7.18K ﹤0.01%
1,144
NDIA icon
1429
Global X India Active ETF
NDIA
$51.3M
$7.17K ﹤0.01%
233
RKLB icon
1430
Rocket Lab Corp
RKLB
$24.3B
$7.15K ﹤0.01%
+200
TSLL icon
1431
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.47B
$7.15K ﹤0.01%
606
+2
NWLG icon
1432
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.4M
$7.13K ﹤0.01%
197
TXT icon
1433
Textron
TXT
$14.2B
$7.07K ﹤0.01%
88
-25
IBDR icon
1434
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$7.06K ﹤0.01%
291
ATKR icon
1435
Atkore
ATKR
$2.19B
$7.05K ﹤0.01%
100
+75
ILCB icon
1436
iShares Morningstar US Equity ETF
ILCB
$1.15B
$7.03K ﹤0.01%
82
MSTY icon
1437
YieldMax MSTR Option Income Strategy ETF
MSTY
$2.27B
$7.01K ﹤0.01%
+316
ROK icon
1438
Rockwell Automation
ROK
$42.3B
$6.98K ﹤0.01%
21
+2
IGR
1439
CBRE Global Real Estate Income Fund
IGR
$724M
$6.96K ﹤0.01%
1,315
SGI
1440
Somnigroup International
SGI
$18.5B
$6.91K ﹤0.01%
101
SH icon
1441
ProShares Short S&P500
SH
$1.19B
$6.9K ﹤0.01%
174
QSR icon
1442
Restaurant Brands International
QSR
$22.5B
$6.89K ﹤0.01%
104
GWRS icon
1443
Global Water Resources
GWRS
$256M
$6.79K ﹤0.01%
666
NUMG icon
1444
Nuveen ESG Mid-Cap Growth ETF
NUMG
$393M
$6.78K ﹤0.01%
140
INGR icon
1445
Ingredion
INGR
$6.84B
$6.78K ﹤0.01%
50
GLW icon
1446
Corning
GLW
$70.4B
$6.76K ﹤0.01%
129
+1
BXSL icon
1447
Blackstone Secured Lending
BXSL
$6.16B
$6.75K ﹤0.01%
220
+6
DBRG icon
1448
DigitalBridge
DBRG
$1.75B
$6.69K ﹤0.01%
646
VRTX icon
1449
Vertex Pharmaceuticals
VRTX
$111B
$6.68K ﹤0.01%
15
TDY icon
1450
Teledyne Technologies
TDY
$23.5B
$6.66K ﹤0.01%
13
-4