CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.41B
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$36.2M
3
+$16.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.54M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.48M

Top Sells

1
+$53.4M
2
+$35.5M
3
+$14.3M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.23M

Sector Composition

1 Technology 0.31%
2 Consumer Discretionary 0.26%
3 Industrials 0.22%
4 Consumer Staples 0.12%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.04%
+4,116
52
$222K 0.04%
6,063
+55
53
$210K 0.03%
1,092
-138
54
$208K 0.03%
+1,196
55
$207K 0.03%
+8,412
56
$146K 0.02%
15,250
57
– –
-1,652,548
58
– –
-58,981
59
– –
-7,920
1 2
3