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
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.6M
3 +$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1 +$40.2M
2 +$14.3M
3 +$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WCC icon
1651
WESCO International
WCC
$15.4B
$3.83K ﹤0.01%
14
EPAM icon
1652
EPAM Systems
EPAM
$6.28B
$3.79K ﹤0.01%
28
-1
LNT icon
1653
Alliant Energy
LNT
$18.7B
$3.78K ﹤0.01%
53
-33
HYD icon
1654
VanEck High Yield Muni ETF
HYD
$4.12B
$3.76K ﹤0.01%
75
DHS icon
1655
WisdomTree US High Dividend Fund
DHS
$1.45B
$3.71K ﹤0.01%
34
AWP
1656
abrdn Global Premier Properties Fund
AWP
$365M
$3.7K ﹤0.01%
335
CPSY
1657
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$25.4M
$3.68K ﹤0.01%
147
PTH icon
1658
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$125M
$3.67K ﹤0.01%
75
BCI icon
1659
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.4B
$3.64K ﹤0.01%
150
KBWB icon
1660
Invesco KBW Bank ETF
KBWB
$5.26B
$3.64K ﹤0.01%
46
IJAN icon
1661
Innovator International Developed Power Buffer ETF January
IJAN
$266M
$3.63K ﹤0.01%
100
ACHR icon
1662
Archer Aviation
ACHR
$4.27B
$3.62K ﹤0.01%
700
IEX icon
1663
IDEX
IEX
$15.2B
$3.6K ﹤0.01%
19
KEX icon
1664
Kirby Corp
KEX
$8.08B
$3.59K ﹤0.01%
27
REET icon
1665
iShares Global REIT ETF
REET
$4.76B
$3.57K ﹤0.01%
142
JBSS icon
1666
John B. Sanfilippo & Son
JBSS
$955M
$3.57K ﹤0.01%
45
RUM icon
1667
Rumble
RUM
$1.41B
$3.57K ﹤0.01%
700
ATR icon
1668
AptarGroup
ATR
$7.91B
$3.53K ﹤0.01%
28
XFEB icon
1669
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$40.3M
$3.52K ﹤0.01%
+100
DRS icon
1670
Leonardo DRS
DRS
$10.6B
$3.52K ﹤0.01%
79
+29
LITE icon
1671
Lumentum
LITE
$62.9B
$3.51K ﹤0.01%
5
DUSA icon
1672
Davis Select US Equity ETF
DUSA
$1.13B
$3.5K ﹤0.01%
+69
EPI icon
1673
WisdomTree India Earnings Fund ETF
EPI
$2.21B
$3.48K ﹤0.01%
85
TDG icon
1674
TransDigm Group
TDG
$64.8B
$3.48K ﹤0.01%
3
IMVP
1675
Invesco India ETF
IMVP
$156M
$3.46K ﹤0.01%
169