CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.22M
3
+$7.07M
4
SYY icon
Sysco
SYY
+$6.05M
5
SJM icon
J.M. Smucker
SJM
+$5.16M

Top Sells

1
+$11.3M
2
+$10.7M
3
+$8.68M
4
T icon
AT&T
T
+$5.47M
5
DOW icon
Dow Inc
DOW
+$5.24M

Sector Composition

1 Financials 11.13%
2 Technology 10.32%
3 Consumer Staples 8.15%
4 Healthcare 7.25%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 1.15%
186,355
+783
27
$16.2M 1.14%
307,138
+151,113
28
$16M 1.13%
162,453
+46,913
29
$15.9M 1.13%
351,965
-294
30
$15.7M 1.11%
75,751
+40,652
31
$14.9M 1.05%
726,345
+3,009
32
$14.8M 1.05%
181,960
+1,622
33
$14.7M 1.04%
217,465
+72,250
34
$14.6M 1.03%
102,041
-342
35
$14.4M 1.02%
590,228
+1,878
36
$14.1M 1%
119,856
-991
37
$14.1M 0.99%
109,097
+1,123
38
$13.9M 0.98%
154,533
+748
39
$13.4M 0.95%
199,844
+2,453
40
$13.1M 0.93%
324,563
-3,611
41
$12.8M 0.9%
295,076
-1,831
42
$12.7M 0.9%
355,596
+1,765
43
$12.7M 0.89%
522,094
+9,592
44
$12.6M 0.89%
271,448
+548
45
$12.5M 0.89%
103,304
+370
46
$12.3M 0.87%
114,554
+11,361
47
$12.2M 0.86%
45,699
-4,752
48
$11.9M 0.84%
147,467
-774
49
$11.6M 0.82%
39,506
-95
50
$11.6M 0.82%
147,029
-812
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