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
$1.29B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$46.9M
3
+$38.8M
4
AVGO icon
Broadcom
AVGO
+$32.5M
5
IBM icon
IBM
IBM
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.99%
2 Technology 12.12%
3 Healthcare 8.87%
4 Energy 7.64%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.85%
+113,963
52
$11M 0.85%
+232,991
53
$10.9M 0.84%
+31,309
54
$10.6M 0.82%
+256,796
55
$10.1M 0.78%
+22,246
56
$10.1M 0.78%
+89,421
57
$9.92M 0.77%
+121,987
58
$9.86M 0.76%
+392,158
59
$9.47M 0.73%
+66,493
60
$8.76M 0.68%
+63,939
61
$8.58M 0.66%
+505,563
62
$8.25M 0.64%
+164,464
63
$7.93M 0.61%
+80,163
64
$7.68M 0.59%
+48,857
65
$7.53M 0.58%
+149,762
66
$7.5M 0.58%
+165,554
67
$6.23M 0.48%
+35,806
68
$6.22M 0.48%
+32,283
69
$6.03M 0.47%
+210,142
70
$5.71M 0.44%
+41,236
71
$5.66M 0.44%
+256,232
72
$5.27M 0.41%
+11,079
73
$5.15M 0.4%
+86,826
74
$4.94M 0.38%
+13,126
75
$4.71M 0.36%
+73,943
1 2
3
4 5