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
$1.3B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$5.55M
3
+$5.36M
4
BBY icon
Best Buy
BBY
+$3.91M
5
TGT icon
Target
TGT
+$2.79M

Top Sells

1
+$9.18M
2
+$7.76M
3
+$6.74M
4
SWKS icon
Skyworks Solutions
SWKS
+$6.62M
5
PRU icon
Prudential Financial
PRU
+$5.45M

Sector Composition

1 Financials 12.58%
2 Technology 11.34%
3 Healthcare 8.66%
4 Energy 7.8%
5 Consumer Staples 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.87%
133,802
+46,374
52
$11.2M 0.87%
525,099
-68,934
53
$10.7M 0.82%
52,441
-23,172
54
$10.1M 0.77%
256,766
-3,800
55
$9.95M 0.77%
398,438
+6,550
56
$9.93M 0.77%
469,170
-18,970
57
$9.79M 0.75%
64,517
-153
58
$9.79M 0.75%
20,965
-646
59
$9.72M 0.75%
121,605
+603
60
$9.32M 0.72%
323,514
-10,791
61
$9.23M 0.71%
60,965
-1,696
62
$8.68M 0.67%
63,454
+15,794
63
$8.57M 0.66%
158,086
-3,193
64
$7.89M 0.61%
85,918
+7,097
65
$7.6M 0.59%
160,355
-322
66
$6.51M 0.5%
30,894
+357
67
$5.83M 0.45%
13,054
+31
68
$5.79M 0.45%
99,452
+13,423
69
$5.62M 0.43%
181,338
+31,565
70
$5.59M 0.43%
10,275
-787
71
$5.47M 0.42%
232,059
+36,482
72
$5.22M 0.4%
15,164
-149
73
$5.05M 0.39%
31,941
-3,465
74
$5.03M 0.39%
233,075
-26,897
75
$4.73M 0.36%
205,541
-1,470
1 2
3
4 5