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
$1.3B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$5.55M
3
+$5.36M
4
BBY icon
Best Buy
BBY
+$3.91M
5
TGT icon
Target
TGT
+$2.79M

Top Sells

1
+$9.18M
2
+$7.76M
3
+$6.74M
4
SWKS icon
Skyworks Solutions
SWKS
+$6.62M
5
PRU icon
Prudential Financial
PRU
+$5.45M

Sector Composition

1 Financials 12.58%
2 Technology 11.34%
3 Healthcare 8.66%
4 Energy 7.8%
5 Consumer Staples 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.28%
325,284
-9,334
27
$16.7M 1.28%
120,490
-3,465
28
$16.6M 1.28%
235,935
-5,518
29
$16.5M 1.27%
141,192
-3,382
30
$16.3M 1.26%
207,596
-5,155
31
$16.1M 1.24%
158,956
-4,660
32
$16M 1.24%
413,102
-9,561
33
$15.7M 1.21%
296,682
-8,334
34
$15.4M 1.18%
549,528
-12,275
35
$14.9M 1.15%
127,557
-46,482
36
$14.2M 1.09%
187,923
-4,716
37
$14.1M 1.09%
148,087
-5,211
38
$14M 1.08%
340,606
-7,653
39
$13.9M 1.07%
240,937
-5,332
40
$13.6M 1.05%
343,400
-8,811
41
$13.5M 1.04%
134,967
-3,359
42
$13.4M 1.03%
122,709
+13,158
43
$13.1M 1.01%
200,547
-2,570
44
$13M 1%
222,108
-3,088
45
$13M 1%
162,459
+33,246
46
$12.8M 0.98%
667,338
-17,166
47
$12.5M 0.96%
84,375
+18,862
48
$12.3M 0.94%
295,008
+63,737
49
$12M 0.92%
445,539
+3,154
50
$11.5M 0.88%
261,672
+6,138
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