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
$1.59B
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
PIPR icon
1576
Piper Sandler
PIPR
$6.19B
$3.74K ﹤0.01%
44
ON icon
1577
ON Semiconductor
ON
$38.7B
$3.74K ﹤0.01%
69
HLT icon
1578
Hilton Worldwide
HLT
$76.8B
$3.73K ﹤0.01%
13
PTH icon
1579
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$125M
$3.73K ﹤0.01%
75
ROSC icon
1580
Hartford Multifactor Small Cap ETF
ROSC
$54.5M
$3.72K ﹤0.01%
79
CPSY
1581
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$25.4M
$3.69K ﹤0.01%
147
-1
TER icon
1582
Teradyne
TER
$65.5B
$3.68K ﹤0.01%
19
+10
SPGI icon
1583
S&P Global
SPGI
$129B
$3.66K ﹤0.01%
7
-7
ALSN icon
1584
Allison Transmission
ALSN
$11.3B
$3.62K ﹤0.01%
37
CRH icon
1585
CRH
CRH
$78.8B
$3.62K ﹤0.01%
29
IJAN icon
1586
Innovator International Developed Power Buffer ETF January
IJAN
$266M
$3.62K ﹤0.01%
100
LCTD icon
1587
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$239M
$3.61K ﹤0.01%
66
-141
POR icon
1588
Portland General Electric
POR
$5.9B
$3.6K ﹤0.01%
+75
HEI icon
1589
HEICO Corp
HEI
$36.8B
$3.57K ﹤0.01%
11
-8
REET icon
1590
iShares Global REIT ETF
REET
$4.76B
$3.54K ﹤0.01%
142
FLCH icon
1591
Franklin FTSE China ETF
FLCH
$286M
$3.48K ﹤0.01%
146
KRMA icon
1592
Global X Conscious Companies ETF
KRMA
$116M
$3.47K ﹤0.01%
80
SON icon
1593
Sonoco
SON
$4.78B
$3.47K ﹤0.01%
80
-2,656
AOM icon
1594
iShares Core Moderate Allocation ETF
AOM
$1.72B
$3.47K ﹤0.01%
73
+2
DHS icon
1595
WisdomTree US High Dividend Fund
DHS
$1.45B
$3.46K ﹤0.01%
34
XYZ
1596
Block Inc
XYZ
$42.9B
$3.45K ﹤0.01%
53
+31
WCC icon
1597
WESCO International
WCC
$15.4B
$3.42K ﹤0.01%
14
ATR icon
1598
AptarGroup
ATR
$7.91B
$3.42K ﹤0.01%
28
GSEP icon
1599
FT Vest US Equity Moderate Buffer ETF September
GSEP
$478M
$3.41K ﹤0.01%
88
-12
GATX icon
1600
GATX Corp
GATX
$7.04B
$3.39K ﹤0.01%
20
62 63
64
65 66