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
JPSE icon
1651
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$512M
$2.46K ﹤0.01%
54
LBRDA icon
1652
Liberty Broadband Class A
LBRDA
$8.66B
$2.45K ﹤0.01%
25
TRP icon
1653
TC Energy
TRP
$54.3B
$2.44K ﹤0.01%
+50
New +$2.44K
OUST icon
1654
Ouster
OUST
$1.68B
$2.43K ﹤0.01%
100
VRIG icon
1655
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$2.38K ﹤0.01%
95
BNDC icon
1656
FlexShares Core Select Bond Fund
BNDC
$140M
$2.36K ﹤0.01%
+106
New +$2.36K
MTD icon
1657
Mettler-Toledo International
MTD
$26B
$2.35K ﹤0.01%
2
-3
-60% -$3.52K
DRS icon
1658
Leonardo DRS
DRS
$11.2B
$2.32K ﹤0.01%
50
-48
-49% -$2.23K
MNST icon
1659
Monster Beverage
MNST
$63.1B
$2.32K ﹤0.01%
37
+32
+640% +$2.01K
VNQI icon
1660
Vanguard Global ex-US Real Estate ETF
VNQI
$3.63B
$2.31K ﹤0.01%
50
-122
-71% -$5.63K
TDW icon
1661
Tidewater
TDW
$2.95B
$2.31K ﹤0.01%
50
PUK icon
1662
Prudential
PUK
$35.6B
$2.3K ﹤0.01%
92
VTRS icon
1663
Viatris
VTRS
$11.6B
$2.29K ﹤0.01%
256
+15
+6% +$134
ING icon
1664
ING
ING
$74.7B
$2.28K ﹤0.01%
104
-79
-43% -$1.73K
PEGA icon
1665
Pegasystems
PEGA
$9.96B
$2.27K ﹤0.01%
42
XOVR
1666
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$487M
$2.25K ﹤0.01%
118
+7
+6% +$134
BMI icon
1667
Badger Meter
BMI
$5.26B
$2.21K ﹤0.01%
9
+4
+80% +$980
ARGX icon
1668
argenx
ARGX
$46.7B
$2.21K ﹤0.01%
4
-4
-50% -$2.21K
MPWR icon
1669
Monolithic Power Systems
MPWR
$40B
$2.19K ﹤0.01%
3
-4
-57% -$2.93K
CFR icon
1670
Cullen/Frost Bankers
CFR
$8.2B
$2.19K ﹤0.01%
17
+4
+31% +$515
UBOT icon
1671
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$29.7M
$2.19K ﹤0.01%
100
PRNT icon
1672
The 3D Printing ETF
PRNT
$79.1M
$2.19K ﹤0.01%
+100
New +$2.19K
NWFL icon
1673
Norwood Financial Corp
NWFL
$245M
$2.18K ﹤0.01%
85
+1
+1% +$26
EVR icon
1674
Evercore
EVR
$13.2B
$2.16K ﹤0.01%
8
CASH icon
1675
Pathward Financial
CASH
$1.73B
$2.14K ﹤0.01%
27
-26
-49% -$2.06K