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
ARCC icon
1426
Ares Capital
ARCC
$15.7B
$7.29K ﹤0.01%
332
+7
+2% +$154
ONON icon
1427
On Holding
ONON
$14B
$7.24K ﹤0.01%
139
CODI icon
1428
Compass Diversified
CODI
$527M
$7.18K ﹤0.01%
1,144
NDIA icon
1429
Global X India Active ETF
NDIA
$49.8M
$7.17K ﹤0.01%
233
RKLB icon
1430
Rocket Lab Corporation Common Stock
RKLB
$25.7B
$7.15K ﹤0.01%
+200
New +$7.15K
TSLL icon
1431
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.09B
$7.15K ﹤0.01%
606
+2
+0.3% +$24
NWLG icon
1432
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.1M
$7.13K ﹤0.01%
197
TXT icon
1433
Textron
TXT
$14.5B
$7.07K ﹤0.01%
88
-25
-22% -$2.01K
IBDR icon
1434
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
$7.06K ﹤0.01%
291
ATKR icon
1435
Atkore
ATKR
$2.06B
$7.06K ﹤0.01%
100
+75
+300% +$5.29K
ILCB icon
1436
iShares Morningstar US Equity ETF
ILCB
$1.13B
$7.03K ﹤0.01%
82
MSTY icon
1437
YieldMax MSTR Option Income Strategy ETF
MSTY
$4.68B
$7.01K ﹤0.01%
+316
New +$7.01K
ROK icon
1438
Rockwell Automation
ROK
$38.8B
$6.98K ﹤0.01%
21
+2
+11% +$665
IGR
1439
CBRE Global Real Estate Income Fund
IGR
$778M
$6.96K ﹤0.01%
1,315
SGI
1440
Somnigroup International Inc.
SGI
$17.6B
$6.91K ﹤0.01%
101
SH icon
1441
ProShares Short S&P500
SH
$1.22B
$6.9K ﹤0.01%
174
QSR icon
1442
Restaurant Brands International
QSR
$20.6B
$6.89K ﹤0.01%
104
GWRS icon
1443
Global Water Resources
GWRS
$271M
$6.79K ﹤0.01%
666
NUMG icon
1444
Nuveen ESG Mid-Cap Growth ETF
NUMG
$410M
$6.78K ﹤0.01%
140
INGR icon
1445
Ingredion
INGR
$8.09B
$6.78K ﹤0.01%
50
GLW icon
1446
Corning
GLW
$66B
$6.76K ﹤0.01%
129
+1
+0.8% +$52
BXSL icon
1447
Blackstone Secured Lending
BXSL
$6.58B
$6.75K ﹤0.01%
220
+6
+3% +$184
DBRG icon
1448
DigitalBridge
DBRG
$2.2B
$6.69K ﹤0.01%
646
VRTX icon
1449
Vertex Pharmaceuticals
VRTX
$101B
$6.68K ﹤0.01%
15
TDY icon
1450
Teledyne Technologies
TDY
$26.1B
$6.66K ﹤0.01%
13
-4
-24% -$2.05K