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
FIIG icon
1476
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$563M
$6.11K ﹤0.01%
291
-239
ICLN icon
1477
iShares Global Clean Energy ETF
ICLN
$1.84B
$6.1K ﹤0.01%
465
+4
KFY icon
1478
Korn Ferry
KFY
$3.41B
$6.09K ﹤0.01%
83
NUBD icon
1479
Nuveen ESG US Aggregate Bond ETF
NUBD
$421M
$6.08K ﹤0.01%
273
FFBC icon
1480
First Financial Bancorp
FFBC
$2.38B
$6.07K ﹤0.01%
250
FLXS icon
1481
Flexsteel Industries
FLXS
$190M
$6.05K ﹤0.01%
168
VEEV icon
1482
Veeva Systems
VEEV
$48.1B
$6.05K ﹤0.01%
21
LNT icon
1483
Alliant Energy
LNT
$17.3B
$6.02K ﹤0.01%
100
+1
WBA
1484
DELISTED
Walgreens Boots Alliance
WBA
$5.89K ﹤0.01%
513
GOLY icon
1485
Strategy Shares Gold-Hedged Bond ETF
GOLY
$87.9M
$5.87K ﹤0.01%
+200
SCL icon
1486
Stepan Co
SCL
$999M
$5.87K ﹤0.01%
107
+36
CPT icon
1487
Camden Property Trust
CPT
$10.9B
$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
$9.1B
$5.85K ﹤0.01%
64
-1,934
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
$2.12B
$5.82K ﹤0.01%
169
VLTO icon
1492
Veralto
VLTO
$24.5B
$5.76K ﹤0.01%
57
AON icon
1493
Aon
AON
$75.3B
$5.71K ﹤0.01%
16
CPNJ
1494
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$45.4M
$5.6K ﹤0.01%
+214
COMT icon
1495
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$639M
$5.59K ﹤0.01%
216
-72
TOST icon
1496
Toast
TOST
$21.1B
$5.58K ﹤0.01%
126
-5
KBE icon
1497
State Street SPDR S&P Bank ETF
KBE
$1.45B
$5.58K ﹤0.01%
100
NLR icon
1498
VanEck Uranium + Nuclear Energy ETF
NLR
$2.76B
$5.56K ﹤0.01%
50
FNDB icon
1499
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$5.54K ﹤0.01%
231
ACWX icon
1500
iShares MSCI ACWI ex US ETF
ACWX
$7.03B
$5.49K ﹤0.01%
90
58 59
60
61 62