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
$703M
AUM Growth
-$822K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$46.8K
2
+$40.6K
3
+$37.7K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$10.1K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.09K

Top Sells

1
+$213K
2
+$93.8K
3
+$79.2K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$77.5K

Sector Composition

1 Technology 0.57%
2 Industrials 0.31%
3 Consumer Discretionary 0.22%
4 Consumer Staples 0.21%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.49%
155,972
+184
27
$2.63M 0.37%
45,087
28
$2.48M 0.35%
28,144
29
$1.78M 0.25%
10,567
30
$1.77M 0.25%
9,030
31
$1.54M 0.22%
22,366
32
$1.37M 0.19%
10,292
33
$1.01M 0.14%
4,728
34
$926K 0.13%
6,556
35
$835K 0.12%
79,354
36
$817K 0.12%
5,363
37
$779K 0.11%
6,573
38
$764K 0.11%
3,697
39
$691K 0.1%
1,835
40
$612K 0.09%
7,007
41
$554K 0.08%
3,400
42
$501K 0.07%
4,237
43
$481K 0.07%
4,894
44
$476K 0.07%
31,404
45
$446K 0.06%
3,208
46
$445K 0.06%
2,000
47
$388K 0.06%
4,510
48
$366K 0.05%
2,507
49
$320K 0.05%
6,669
50
$318K 0.05%
3,274
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