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
$810M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$84.7M
3
+$74.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$65.4M
5
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$55.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.35%
2 Consumer Discretionary 0.2%
3 Industrials 0.14%
4 Financials 0.09%
5 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.03%
+1,480
52
$115K 0.01%
+11,250
53
$93K 0.01%
+2,274
1 2
3