CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 11.03%
This Quarter Est. Return
1 Year Est. Return
+11.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$9.24M
3
+$5.5M
4
FIS icon
Fidelity National Information Services
FIS
+$5.07M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.7M

Top Sells

1
+$9.84M
2
+$8.14M
3
+$7.08M
4
NUE icon
Nucor
NUE
+$6.64M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.76M

Sector Composition

1 Financials 17.34%
2 Technology 8.53%
3 Healthcare 6.69%
4 Consumer Staples 5.18%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$358K 0.02%
+36,818
277
$357K 0.02%
+35,000
278
$331K 0.02%
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280
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281
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282
$290K 0.02%
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283
$282K 0.02%
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284
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285
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286
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287
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288
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289
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290
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291
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519
292
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293
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294
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295
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296
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297
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6,000
298
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+3,000
299
$206K 0.01%
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300
$200K 0.01%
+6,759
9 10 11
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