CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
1-Year Return
13.33%
This Quarter Return
+3.31%
1 Year Return
+13.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$703M
AUM Growth
-$822K
(-0.12%)
Cap. Flow
-$825K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
70.08%
Holding
67
New
–
Increased
6
Reduced
17
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$46.8K |
| 2 |
Xtrackers Short Duration High Yield Bond ETF
SHYL
|
$40.6K |
| 3 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$37.7K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$10.1K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.09K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$213K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$93.8K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$79.2K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$77.8K |
| 5 |
Invesco QQQ Trust
QQQ
|
$77.5K |
Sector Composition
| 1 | Technology | 0.57% |
| 2 | Industrials | 0.31% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Consumer Staples | 0.21% |
| 5 | Healthcare | 0.11% |
