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
$1.29B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$46.9M
3
+$38.8M
4
AVGO icon
Broadcom
AVGO
+$32.5M
5
IBM icon
IBM
IBM
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.99%
2 Technology 12.12%
3 Healthcare 8.87%
4 Energy 7.64%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.34%
+116,553
27
$17.3M 1.34%
+469,146
28
$17.2M 1.33%
+148,135
29
$17M 1.31%
+310,127
30
$16.3M 1.26%
+246,358
31
$16.2M 1.25%
+561,526
32
$15.8M 1.22%
+427,487
33
$15.8M 1.22%
+167,742
34
$15.5M 1.2%
+81,427
35
$15.5M 1.2%
+357,874
36
$15.2M 1.18%
+210,039
37
$14.2M 1.1%
+112,347
38
$14M 1.08%
+249,603
39
$13.3M 1.03%
+352,103
40
$13M 1%
+132,441
41
$13M 1%
+234,025
42
$12.8M 0.99%
+157,520
43
$12M 0.93%
+234,174
44
$12M 0.93%
+448,467
45
$12M 0.93%
+98,711
46
$11.9M 0.92%
+238,797
47
$11.7M 0.9%
+266,086
48
$11.6M 0.9%
+193,894
49
$11.6M 0.89%
+688,576
50
$11.5M 0.89%
+609,276
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