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 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
IHG icon
1826
InterContinental Hotels
IHG
$19.9B
$845 ﹤0.01%
6
SKY icon
1827
Champion Homes
SKY
$4.46B
$845 ﹤0.01%
10
EL icon
1828
Estee Lauder
EL
$34.4B
$838 ﹤0.01%
8
BCD icon
1829
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$382M
$836 ﹤0.01%
27
-126
ACT icon
1830
Enact Holdings
ACT
$5.91B
$832 ﹤0.01%
21
GIB icon
1831
CGI
GIB
$16B
$831 ﹤0.01%
9
+6
LMAT icon
1832
LeMaitre Vascular
LMAT
$2.5B
$811 ﹤0.01%
10
ARES icon
1833
Ares Management
ARES
$24.7B
$808 ﹤0.01%
5
FMAR icon
1834
FT Vest US Equity Buffer ETF March
FMAR
$962M
$807 ﹤0.01%
17
BRO icon
1835
Brown & Brown
BRO
$23.6B
$797 ﹤0.01%
10
-79
ALNY icon
1836
Alnylam Pharmaceuticals
ALNY
$43.1B
$795 ﹤0.01%
2
MMSI icon
1837
Merit Medical Systems
MMSI
$4.18B
$793 ﹤0.01%
9
IR icon
1838
Ingersoll Rand
IR
$34.3B
$792 ﹤0.01%
10
IVES
1839
Dan IVES Wedbush AI Revolution ETF
IVES
$930M
$790 ﹤0.01%
+25
BAM icon
1840
Brookfield Asset Management
BAM
$74.1B
$786 ﹤0.01%
15
+4
VYGR icon
1841
Voyager Therapeutics
VYGR
$273M
$786 ﹤0.01%
200
BMO icon
1842
Bank of Montreal
BMO
$101B
$779 ﹤0.01%
6
FPEI icon
1843
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$776 ﹤0.01%
40
PRI icon
1844
Primerica
PRI
$8.14B
$775 ﹤0.01%
3
BBLU icon
1845
EA Bridgeway Blue Chip ETF
BBLU
$374M
$773 ﹤0.01%
+51
CORZ icon
1846
Core Scientific
CORZ
$4.93B
$772 ﹤0.01%
53
HUM icon
1847
Humana
HUM
$21B
$768 ﹤0.01%
3
IQ icon
1848
iQIYI
IQ
$1.38B
$768 ﹤0.01%
400
BCPC
1849
Balchem Corp
BCPC
$5.57B
$767 ﹤0.01%
5
R icon
1850
Ryder
R
$8.13B
$766 ﹤0.01%
4