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
FIIG icon
1476
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$563M
$6.11K ﹤0.01%
291
-239
-45% -$5.01K
ICLN icon
1477
iShares Global Clean Energy ETF
ICLN
$1.58B
$6.1K ﹤0.01%
465
+4
+0.9% +$52
KFY icon
1478
Korn Ferry
KFY
$3.79B
$6.09K ﹤0.01%
83
NUBD icon
1479
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
$6.08K ﹤0.01%
273
FFBC icon
1480
First Financial Bancorp
FFBC
$2.46B
$6.07K ﹤0.01%
250
FLXS icon
1481
Flexsteel Industries
FLXS
$258M
$6.05K ﹤0.01%
168
VEEV icon
1482
Veeva Systems
VEEV
$45.3B
$6.05K ﹤0.01%
21
LNT icon
1483
Alliant Energy
LNT
$16.7B
$6.02K ﹤0.01%
100
+1
+1% +$60
WBA
1484
DELISTED
Walgreens Boots Alliance
WBA
$5.89K ﹤0.01%
513
GOLY icon
1485
Strategy Shares Gold-Hedged Bond ETF
GOLY
$56.4M
$5.87K ﹤0.01%
+200
New +$5.87K
SCL icon
1486
Stepan Co
SCL
$1.09B
$5.87K ﹤0.01%
107
+36
+51% +$1.97K
CPT icon
1487
Camden Property Trust
CPT
$11.7B
$5.86K ﹤0.01%
52
SHV icon
1488
iShares Short Treasury Bond ETF
SHV
$20.7B
$5.85K ﹤0.01%
53
IJK icon
1489
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.2B
$5.85K ﹤0.01%
64
-1,934
-97% -$177K
PARA
1490
DELISTED
Paramount Global Class B
PARA
$5.83K ﹤0.01%
452
XSOE icon
1491
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$5.82K ﹤0.01%
169
VLTO icon
1492
Veralto
VLTO
$27.1B
$5.76K ﹤0.01%
57
AON icon
1493
Aon
AON
$80.2B
$5.71K ﹤0.01%
16
CPNJ
1494
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$45.2M
$5.6K ﹤0.01%
+214
New +$5.6K
COMT icon
1495
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$653M
$5.59K ﹤0.01%
216
-72
-25% -$1.86K
TOST icon
1496
Toast
TOST
$23.3B
$5.58K ﹤0.01%
126
-5
-4% -$221
KBE icon
1497
SPDR S&P Bank ETF
KBE
$1.56B
$5.58K ﹤0.01%
100
NLR icon
1498
VanEck Uranium + Nuclear Energy ETF
NLR
$2.47B
$5.56K ﹤0.01%
50
FNDB icon
1499
Schwab Fundamental US Broad Market Index ETF
FNDB
$993M
$5.54K ﹤0.01%
231
ACWX icon
1500
iShares MSCI ACWI ex US ETF
ACWX
$6.79B
$5.49K ﹤0.01%
90