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
76
$4.46M 0.34%
67,891
-3,502
77
$4.2M 0.32%
95,177
+5,321
78
$4M 0.31%
100,505
+4,182
79
$3.94M 0.3%
12,574
-2,796
80
$3.87M 0.3%
139,784
81
$3.76M 0.29%
70,327
-2,886
82
$3.69M 0.28%
64,550
83
$3.5M 0.27%
32,840
-191
84
$3.39M 0.26%
11,296
+441
85
$3.3M 0.25%
232,010
86
$2.88M 0.22%
61,881
+3,441
87
$2.68M 0.21%
+6,000
88
$2.67M 0.21%
25,070
-62,122
89
$2.63M 0.2%
84,712
+495
90
$2.63M 0.2%
127,153
+400
91
$2.63M 0.2%
10,519
-1,000
92
$2.62M 0.2%
38,762
+2,682
93
$2.57M 0.2%
99,078
-3,492
94
$2.45M 0.19%
9,153
-748
95
$2.41M 0.19%
17,443
+882
96
$2.19M 0.17%
43,756
-265
97
$2.18M 0.17%
44,551
-187,308
98
$2.07M 0.16%
65,532
+5,274
99
$1.98M 0.15%
6,030
+133
100
$1.84M 0.14%
7,231
-1,811
2 3
4
5 6