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
$1.35B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$7.17M
3
+$6.12M
4
VTR icon
Ventas
VTR
+$4.17M
5
KMB icon
Kimberly-Clark
KMB
+$3.27M

Top Sells

1
+$18.1M
2
+$9.46M
3
+$7.31M
4
HD icon
Home Depot
HD
+$6.14M
5
ADM icon
Archer Daniels Midland
ADM
+$1.94M

Sector Composition

1 Financials 13.17%
2 Technology 11.66%
3 Healthcare 8.84%
4 Energy 7.78%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.86%
65,513
-980
52
$11.4M 0.85%
231,859
-1,132
53
$11.3M 0.84%
260,566
-5,520
54
$10.7M 0.79%
255,534
-1,262
55
$10.1M 0.75%
64,670
-115,815
56
$9.88M 0.73%
391,888
-270
57
$9.83M 0.73%
21,611
-635
58
$9.74M 0.72%
121,002
-985
59
$9.44M 0.7%
87,192
-2,229
60
$9.25M 0.69%
+334,305
61
$9.11M 0.68%
62,661
-1,278
62
$8.66M 0.64%
161,279
-3,185
63
$8.65M 0.64%
488,140
-17,423
64
$8.06M 0.6%
160,677
-4,877
65
$7.46M 0.55%
78,821
-1,342
66
$7.17M 0.53%
+87,428
67
$7.08M 0.53%
47,660
-1,197
68
$7.01M 0.52%
35,406
-400
69
$6.62M 0.49%
149,773
+11
70
$6.03M 0.45%
207,011
-3,131
71
$5.87M 0.44%
15,313
-15,996
72
$5.79M 0.43%
11,062
-17
73
$5.65M 0.42%
259,972
+3,740
74
$5.48M 0.41%
13,023
-103
75
$5.24M 0.39%
30,537
-1,746
1 2
3
4 5