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
LNC icon
1451
Lincoln National
LNC
$6.4B
$6.46K ﹤0.01%
145
IGPT icon
1452
Invesco AI and Next Gen Software ETF
IGPT
$701M
$6.42K ﹤0.01%
108
GGG icon
1453
Graco
GGG
$14.5B
$6.39K ﹤0.01%
78
-7
DFCF icon
1454
Dimensional Core Fixed Income ETF
DFCF
$9.65B
$6.38K ﹤0.01%
150
SRE icon
1455
Sempra
SRE
$60.7B
$6.36K ﹤0.01%
72
VRTX icon
1456
Vertex Pharmaceuticals
VRTX
$127B
$6.35K ﹤0.01%
14
-7
TMP icon
1457
Tompkins Financial
TMP
$1.08B
$6.28K ﹤0.01%
87
-1,047
FFBC icon
1458
First Financial Bancorp
FFBC
$2.84B
$6.25K ﹤0.01%
250
IJK icon
1459
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.56B
$6.25K ﹤0.01%
65
+1
ING icon
1460
ING
ING
$78.5B
$6.22K ﹤0.01%
222
SR icon
1461
Spire
SR
$5.38B
$6.2K ﹤0.01%
75
WEN icon
1462
Wendy's
WEN
$1.33B
$6.2K ﹤0.01%
744
+118
DVAX
1463
DELISTED
Dynavax Technologies
DVAX
$6.15K ﹤0.01%
400
FNDB icon
1464
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.14B
$6.14K ﹤0.01%
231
AAPX icon
1465
T-Rex 2X Long Apple Daily Target ETF
AAPX
$7.62M
$6.14K ﹤0.01%
+201
NAT icon
1466
Nordic American Tanker
NAT
$1.11B
$6.11K ﹤0.01%
+1,775
NUBD icon
1467
Nuveen ESG US Aggregate Bond ETF
NUBD
$469M
$6.1K ﹤0.01%
273
BXSL icon
1468
Blackstone Secured Lending
BXSL
$5.57B
$6.09K ﹤0.01%
231
+6
IDXX icon
1469
Idexx Laboratories
IDXX
$47.8B
$6.09K ﹤0.01%
9
KBE icon
1470
State Street SPDR S&P Bank ETF
KBE
$1.3B
$6.07K ﹤0.01%
100
ACWX icon
1471
iShares MSCI ACWI ex US ETF
ACWX
$8.97B
$6.04K ﹤0.01%
90
SMFG icon
1472
Sumitomo Mitsui Financial
SMFG
$128B
$6.01K ﹤0.01%
311
+66
CPNJ
1473
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$27.2M
$5.99K ﹤0.01%
222
+8
NMAX
1474
Newsmax Inc
NMAX
$908M
$5.97K ﹤0.01%
772
-5,444
ITA icon
1475
iShares US Aerospace & Defense ETF
ITA
$16B
$5.95K ﹤0.01%
28
+7
57 58
59
60 61