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
$1.47B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$9.66M
3
+$8.36M
4
UPS icon
United Parcel Service
UPS
+$7.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.28M

Top Sells

1
+$23.3M
2
+$8.93M
3
+$7.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$6.27M
5
VTR icon
Ventas
VTR
+$4.69M

Sector Composition

1 Financials 10.71%
2 Technology 9.92%
3 Healthcare 8.23%
4 Consumer Staples 7.94%
5 Energy 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.36M 0.36%
237,710
+4,635
77
$4.78M 0.33%
31,796
-145
78
$4.62M 0.31%
139,784
79
$4.54M 0.31%
60,381
+37,347
80
$4.35M 0.3%
156,939
+57,861
81
$4.34M 0.3%
205,773
+232
82
$4.24M 0.29%
180,899
-439
83
$4.13M 0.28%
71,861
+1,534
84
$4M 0.27%
100,835
+330
85
$3.89M 0.26%
232,010
86
$3.84M 0.26%
64,550
87
$3.26M 0.22%
18,322
-42,643
88
$3.21M 0.22%
9,670
-2,904
89
$3.04M 0.21%
11,095
-201
90
$3M 0.2%
37,143
-1,619
91
$2.95M 0.2%
60,768
-1,113
92
$2.84M 0.19%
+23,358
93
$2.8M 0.19%
10,621
+102
94
$2.78M 0.19%
15,940
+6,989
95
$2.74M 0.19%
3,088
+1,238
96
$2.67M 0.18%
84,782
+70
97
$2.59M 0.18%
17,324
-119
98
$2.55M 0.17%
+48,165
99
$2.48M 0.17%
25,070
100
$2.44M 0.17%
127,563
+410
2 3
4
5 6