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
$1.35B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.17M
3
+$6.12M
4
VTR icon
Ventas
VTR
+$4.17M
5
KMB icon
Kimberly-Clark
KMB
+$3.27M

Top Sells

1
+$18.1M
2
+$9.46M
3
+$7.31M
4
HD icon
Home Depot
HD
+$6.14M
5
ADM icon
Archer Daniels Midland
ADM
+$1.94M

Sector Composition

1 Financials 13.17%
2 Technology 11.66%
3 Healthcare 8.84%
4 Energy 7.78%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 1.34%
114,143
-2,410
27
$17.9M 1.33%
241,453
-4,905
28
$17.7M 1.31%
305,016
-5,111
29
$17.4M 1.29%
75,613
-5,814
30
$17.2M 1.28%
144,574
-3,561
31
$16.5M 1.22%
422,663
-4,824
32
$16M 1.19%
123,955
+25,244
33
$15.7M 1.17%
352,211
-5,663
34
$15.6M 1.16%
561,803
+277
35
$15M 1.11%
163,616
-4,126
36
$14.6M 1.09%
348,259
-3,844
37
$14.6M 1.08%
334,618
+95,821
38
$14.3M 1.06%
192,639
-1,255
39
$14.2M 1.06%
203,117
-6,922
40
$14.1M 1.05%
246,269
-3,334
41
$13.8M 1.02%
109,551
-2,796
42
$13.7M 1.02%
225,196
-8,829
43
$13.4M 0.99%
138,326
+24,363
44
$13.2M 0.98%
153,298
-4,222
45
$12.7M 0.94%
129,213
-3,228
46
$12.5M 0.93%
231,271
-2,903
47
$12.5M 0.93%
80,756
+39,520
48
$12.3M 0.91%
594,033
-15,243
49
$12M 0.89%
684,504
-4,072
50
$12M 0.89%
442,385
-6,082
1
2
3 4 5