CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.22M
3
+$7.07M
4
SYY icon
Sysco
SYY
+$6.05M
5
SJM icon
J.M. Smucker
SJM
+$5.16M

Top Sells

1
+$11.3M
2
+$10.7M
3
+$8.68M
4
T icon
AT&T
T
+$5.47M
5
DOW icon
Dow Inc
DOW
+$5.24M

Sector Composition

1 Financials 11.13%
2 Technology 10.32%
3 Consumer Staples 8.15%
4 Healthcare 7.25%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.82%
101,386
+517
52
$11.3M 0.8%
178,920
+20,244
53
$10.8M 0.76%
130,470
-5,819
54
$10.6M 0.75%
367,896
-198,349
55
$10.6M 0.75%
144,016
+36,205
56
$10.5M 0.75%
106,921
+2,889
57
$10.3M 0.73%
403,848
-6,995
58
$9.31M 0.66%
81,867
+1,016
59
$8.79M 0.62%
276,213
+3,223
60
$8.41M 0.59%
16,900
+720
61
$7.91M 0.56%
17,082
-47
62
$7.49M 0.53%
+129,385
63
$7.33M 0.52%
261,445
+28,430
64
$7.3M 0.52%
68,672
+1,072
65
$7.21M 0.51%
35,157
+55
66
$7.19M 0.51%
351,083
+8,876
67
$7.09M 0.5%
156,481
-419
68
$6.83M 0.48%
89,881
+12,131
69
$6.82M 0.48%
34,602
+4,938
70
$6.5M 0.46%
74,007
-149,236
71
$6.37M 0.45%
10,304
+175
72
$6.36M 0.45%
39,532
-35
73
$6.31M 0.45%
+83,255
74
$6.14M 0.43%
72,483
-62,253
75
$5.96M 0.42%
99,631
-9,244
1 2
3
4 5