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
76
$4.64M 0.36%
+194,080
77
$3.98M 0.31%
+89,729
78
$3.86M 0.3%
+16,049
79
$3.8M 0.29%
+75,147
80
$3.79M 0.29%
+139,784
81
$3.65M 0.28%
+33,713
82
$3.47M 0.27%
+64,550
83
$3.39M 0.26%
+100,774
84
$3.34M 0.26%
+232,010
85
$2.86M 0.22%
+11,309
86
$2.73M 0.21%
+57,151
87
$2.61M 0.2%
+104,091
88
$2.47M 0.19%
+11,343
89
$2.43M 0.19%
+10,223
90
$2.3M 0.18%
+17,535
91
$2.26M 0.18%
+83,917
92
$2.17M 0.17%
+41,277
93
$2.09M 0.16%
+141,222
94
$2.03M 0.16%
+9,397
95
$1.94M 0.15%
+26,884
96
$1.88M 0.15%
+59,785
97
$1.85M 0.14%
+128,318
98
$1.67M 0.13%
+22,702
99
$1.65M 0.13%
+11,469
100
$1.62M 0.13%
+37,228
2 3
4
5 6