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
$703M
AUM Growth
-$822K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$46.8K
2
+$40.6K
3
+$37.7K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$10.1K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.09K

Top Sells

1
+$213K
2
+$93.8K
3
+$79.2K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.8K
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.04%
2,056
52
$298K 0.04%
3,200
53
$292K 0.04%
1,070
54
$278K 0.04%
10,631
55
$273K 0.04%
8,195
-614
56
$268K 0.04%
8,153
57
$265K 0.04%
4,000
58
$262K 0.04%
3,038
59
$259K 0.04%
6,000
60
$240K 0.03%
4,346
61
$237K 0.03%
8,834
62
$223K 0.03%
1,000
63
$210K 0.03%
1,175
64
$210K 0.03%
2,400
65
$203K 0.03%
6,000
66
$111K 0.02%
10,250
67
$70K 0.01%
11,400
1 2
3