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
IMVP
1551
Invesco India ETF
IMVP
$168M
$4.1K ﹤0.01%
+169
HYLS icon
1552
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.8B
$4.1K ﹤0.01%
98
HSIC icon
1553
Henry Schein
HSIC
$8.77B
$4.08K ﹤0.01%
54
SIMS icon
1554
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.22M
$4.07K ﹤0.01%
97
FDS icon
1555
Factset
FDS
$7.63B
$4.06K ﹤0.01%
14
LH icon
1556
Labcorp
LH
$22.3B
$4.01K ﹤0.01%
16
-1
FRMI
1557
Fermi Inc
FRMI
$5.33B
$4K ﹤0.01%
+500
REXR icon
1558
Rexford Industrial Realty
REXR
$8.18B
$3.99K ﹤0.01%
103
+1
CGNG
1559
Capital Group New Geography Equity ETF
CGNG
$1.69B
$3.99K ﹤0.01%
125
TDG icon
1560
TransDigm Group
TDG
$71.1B
$3.99K ﹤0.01%
3
ROST icon
1561
Ross Stores
ROST
$68.9B
$3.96K ﹤0.01%
22
EPI icon
1562
WisdomTree India Earnings Fund ETF
EPI
$2.51B
$3.95K ﹤0.01%
+85
ANGX
1563
Angel Studios
ANGX
$732M
$3.95K ﹤0.01%
+845
IX icon
1564
ORIX
IX
$32.4B
$3.94K ﹤0.01%
135
TSLL icon
1565
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$5.15B
$3.94K ﹤0.01%
206
-402
IBTK icon
1566
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$813M
$3.89K ﹤0.01%
196
KBWB icon
1567
Invesco KBW Bank ETF
KBWB
$5.22B
$3.88K ﹤0.01%
46
ADFI icon
1568
Anfield Dynamic Fixed Income ETF
ADFI
$50.3M
$3.88K ﹤0.01%
+452
AWP
1569
abrdn Global Premier Properties Fund
AWP
$350M
$3.86K ﹤0.01%
+335
HYD icon
1570
VanEck High Yield Muni ETF
HYD
$4.19B
$3.83K ﹤0.01%
75
-238
DMXF icon
1571
iShares ESG Advanced MSCI EAFE ETF
DMXF
$663M
$3.83K ﹤0.01%
51
-169
INTF icon
1572
iShares International Equity Factor ETF
INTF
$3.16B
$3.83K ﹤0.01%
+101
SMIN icon
1573
iShares MSCI India Small-Cap ETF
SMIN
$650M
$3.82K ﹤0.01%
+55
ATLX icon
1574
Atlas Lithium Corp
ATLX
$143M
$3.81K ﹤0.01%
900
ATMU icon
1575
Atmus Filtration Technologies
ATMU
$4.74B
$3.74K ﹤0.01%
72
61 62
63
64 65