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
$611M
AUM Growth
-$864K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.27M
2
+$111K
3
+$104K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$48.8K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$48K

Sector Composition

1 Technology 0.4%
2 Consumer Discretionary 0.24%
3 Industrials 0.24%
4 Consumer Staples 0.15%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.04%
10,554
-447
52
$242K 0.04%
3,200
53
$241K 0.04%
4,404
54
$239K 0.04%
8,840
55
$211K 0.03%
7,738
-855
56
$209K 0.03%
920
57
$200K 0.03%
4,500
58
$200K 0.03%
8,528
59
$156K 0.03%
15,250
1 2
3