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
76
$4.91M 0.36%
+63,432
77
$4.82M 0.35%
+172,230
78
$4.49M 0.33%
22,371
+322
79
$4.39M 0.32%
+35,385
80
$4.23M 0.31%
166,771
-155,940
81
$4.13M 0.3%
+13,861
82
$3.7M 0.27%
+23,945
83
$3.34M 0.25%
+22,571
84
$2.9M 0.21%
33,791
+5,647
85
$2.88M 0.21%
61,200
+54,531
86
$2.83M 0.21%
44,628
-459
87
$2.46M 0.18%
+84,217
88
$2.33M 0.17%
+15,561
89
$2.33M 0.17%
+9,627
90
$2.33M 0.17%
+42,042
91
$2.26M 0.17%
10,887
+320
92
$2.04M 0.15%
27,188
+4,822
93
$1.89M 0.14%
+10,254
94
$1.73M 0.13%
+116,606
95
$1.69M 0.12%
44,754
+36,601
96
$1.64M 0.12%
62,848
-93,124
97
$1.52M 0.11%
+47,750
98
$1.47M 0.11%
+39,646
99
$1.47M 0.11%
6,390
-2,640
100
$1.31M 0.1%
+8,879
2 3
4
5 6