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
76
$5.04M 0.37%
86,029
-797
77
$4.81M 0.36%
15,370
-679
78
$4.79M 0.36%
71,393
-2,550
79
$4.71M 0.35%
195,577
+1,497
80
$4M 0.3%
89,856
+127
81
$3.85M 0.29%
139,784
82
$3.79M 0.28%
64,550
83
$3.78M 0.28%
73,213
-1,934
84
$3.67M 0.27%
232,010
85
$3.65M 0.27%
96,323
-4,451
86
$3.65M 0.27%
33,031
-682
87
$3.15M 0.23%
10,855
-454
88
$2.78M 0.21%
102,570
-1,521
89
$2.76M 0.21%
11,519
+176
90
$2.75M 0.2%
58,440
+1,289
91
$2.69M 0.2%
84,217
+300
92
$2.57M 0.19%
9,901
-322
93
$2.47M 0.18%
16,561
-974
94
$2.38M 0.18%
126,753
-1,565
95
$2.35M 0.17%
9,042
-355
96
$2.17M 0.16%
36,080
-5,197
97
$2.11M 0.16%
44,021
+6,793
98
$1.9M 0.14%
60,258
+473
99
$1.77M 0.13%
5,897
-254
100
$1.68M 0.12%
10,753
-716
2 3
4
5 6