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
$1.36B
AUM Growth
+$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$23.6M
3
+$19.4M
4
IBM icon
IBM
IBM
+$16.8M
5
CVS icon
CVS Health
CVS
+$16.1M

Top Sells

1
+$13.3M
2
+$9.95M
3
+$6.05M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.53M

Sector Composition

1 Financials 9.63%
2 Technology 7.25%
3 Healthcare 5.91%
4 Consumer Staples 5.29%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.23M 0.61%
+80,359
52
$8.05M 0.59%
+129,010
53
$8.05M 0.59%
+132,773
54
$7.91M 0.58%
+125,010
55
$7.71M 0.57%
+137,608
56
$7.6M 0.56%
+56,805
57
$7.57M 0.56%
+147,709
58
$7.53M 0.55%
+102,025
59
$7.1M 0.52%
+411,106
60
$7M 0.51%
16,341
+684
61
$6.87M 0.51%
+227,192
62
$6.73M 0.49%
+51,962
63
$6.68M 0.49%
+121,257
64
$6.66M 0.49%
99,341
-11,890
65
$6.42M 0.47%
+66,699
66
$6.24M 0.46%
+151,436
67
$6.01M 0.44%
+350,610
68
$6M 0.44%
88,990
-13,312
69
$5.47M 0.4%
209,835
-66,015
70
$5.31M 0.39%
+14,040
71
$5.25M 0.39%
23,563
-592
72
$5.18M 0.38%
37,856
+27,564
73
$5.07M 0.37%
+97,119
74
$5.07M 0.37%
+85,515
75
$4.92M 0.36%
18,146
+16,146
1 2
3
4 5