CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.6M
3 +$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1 +$40.2M
2 +$14.3M
3 +$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
1451
Zoetis
ZTS
$49.1B
$8.63K ﹤0.01%
73
+48
RAVI icon
1452
FlexShares Ultra-Short Income Fund
RAVI
$1.42B
$8.6K ﹤0.01%
114
+92
ICLN icon
1453
iShares Global Clean Energy ETF
ICLN
$2.4B
$8.55K ﹤0.01%
468
GAIN icon
1454
Gladstone Investment Corp
GAIN
$648M
$8.52K ﹤0.01%
600
Z icon
1455
Zillow
Z
$10.4B
$8.48K ﹤0.01%
205
+5
DKNG icon
1456
DraftKings
DKNG
$11.5B
$8.43K ﹤0.01%
390
QSR icon
1457
Restaurant Brands International
QSR
$28.1B
$8.35K ﹤0.01%
113
+5
DIVO icon
1458
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.77B
$8.35K ﹤0.01%
186
+5
CM icon
1459
Canadian Imperial Bank of Commerce
CM
$101B
$8.34K ﹤0.01%
88
+76
BLDR icon
1460
Builders FirstSource
BLDR
$9.68B
$8.31K ﹤0.01%
101
EMLP icon
1461
First Trust North American Energy Infrastructure Fund
EMLP
$3.97B
$8.29K ﹤0.01%
190
DOCU
1462
DocuSign
DOCU
$8.98B
$8.25K ﹤0.01%
174
-124
VLTO icon
1463
Veralto
VLTO
$21.8B
$8.23K ﹤0.01%
93
+36
SEIC icon
1464
SEI Investments
SEIC
$10.7B
$8.22K ﹤0.01%
105
CODA icon
1465
Coda Octopus Group
CODA
$138M
$8.21K ﹤0.01%
727
CPST
1466
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$33M
$8.12K ﹤0.01%
301
RIO icon
1467
Rio Tinto
RIO
$162B
$8.12K ﹤0.01%
87
+75
OIH icon
1468
VanEck Oil Services ETF
OIH
$2.27B
$8.08K ﹤0.01%
20
HYGV icon
1469
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.13B
$8.05K ﹤0.01%
201
+159
CR icon
1470
Crane Co
CR
$10.4B
$8.04K ﹤0.01%
47
YMM icon
1471
Full Truck Alliance
YMM
$8.99B
$8.03K ﹤0.01%
+968
IVOG icon
1472
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.55B
$8K ﹤0.01%
+64
ZETA icon
1473
Zeta Global
ZETA
$4.28B
$7.96K ﹤0.01%
500
SOXQ icon
1474
Invesco PHLX Semiconductor ETF
SOXQ
$1.58B
$7.88K ﹤0.01%
132
SOLS
1475
Solstice Advanced Materials
SOLS
$12.9B
$7.84K ﹤0.01%
+103