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
HYD icon
1576
VanEck High Yield Muni ETF
HYD
$3.37B
$3.77K ﹤0.01%
75
EFAV icon
1577
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$3.75K ﹤0.01%
45
+1
+2% +$83
FELG icon
1578
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.36B
$3.73K ﹤0.01%
101
GSEP icon
1579
FT Vest US Equity Moderate Buffer ETF September
GSEP
$204M
$3.67K ﹤0.01%
100
ON icon
1580
ON Semiconductor
ON
$19.7B
$3.62K ﹤0.01%
69
-68
-50% -$3.56K
NIO icon
1581
NIO
NIO
$14B
$3.6K ﹤0.01%
1,050
+100
+11% +$343
REXR icon
1582
Rexford Industrial Realty
REXR
$10.3B
$3.59K ﹤0.01%
101
+6
+6% +$213
CPSY
1583
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$22.1M
$3.57K ﹤0.01%
+148
New +$3.57K
SLAB icon
1584
Silicon Laboratories
SLAB
$4.39B
$3.54K ﹤0.01%
24
SWK icon
1585
Stanley Black & Decker
SWK
$12B
$3.52K ﹤0.01%
52
ALSN icon
1586
Allison Transmission
ALSN
$7.39B
$3.52K ﹤0.01%
37
REET icon
1587
iShares Global REIT ETF
REET
$3.92B
$3.51K ﹤0.01%
142
MOS icon
1588
The Mosaic Company
MOS
$10.7B
$3.5K ﹤0.01%
96
HLT icon
1589
Hilton Worldwide
HLT
$64.6B
$3.46K ﹤0.01%
13
-14
-52% -$3.73K
IJAN icon
1590
Innovator International Developed Power Buffer ETF January
IJAN
$172M
$3.42K ﹤0.01%
100
ATLX icon
1591
Atlas Lithium Corp
ATLX
$94.1M
$3.4K ﹤0.01%
900
TTWO icon
1592
Take-Two Interactive
TTWO
$45.4B
$3.4K ﹤0.01%
14
+12
+600% +$2.91K
WOOD icon
1593
iShares Global Timber & Forestry ETF
WOOD
$247M
$3.38K ﹤0.01%
46
ACI icon
1594
Albertsons Companies
ACI
$10.5B
$3.36K ﹤0.01%
156
CENT icon
1595
Central Garden & Pet
CENT
$2.24B
$3.34K ﹤0.01%
95
IEX icon
1596
IDEX
IEX
$12.1B
$3.34K ﹤0.01%
19
-21
-53% -$3.69K
IBTJ icon
1597
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$728M
$3.33K ﹤0.01%
152
INVH icon
1598
Invitation Homes
INVH
$18.5B
$3.31K ﹤0.01%
101
KBWB icon
1599
Invesco KBW Bank ETF
KBWB
$4.98B
$3.3K ﹤0.01%
46
IDRV icon
1600
iShares Self-Driving EV and Tech ETF
IDRV
$162M
$3.27K ﹤0.01%
107
+1
+0.9% +$31