CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.22M
3
+$7.07M
4
SYY icon
Sysco
SYY
+$6.05M
5
SJM icon
J.M. Smucker
SJM
+$5.16M

Top Sells

1
+$11.3M
2
+$10.7M
3
+$8.68M
4
T icon
AT&T
T
+$5.47M
5
DOW icon
Dow Inc
DOW
+$5.24M

Sector Composition

1 Financials 11.13%
2 Technology 10.32%
3 Consumer Staples 8.15%
4 Healthcare 7.25%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.85M 0.41%
15,943
+308
77
$5.46M 0.39%
59,907
-150
78
$5.37M 0.38%
158,756
+1,342
79
$5.3M 0.37%
239,881
-17,204
80
$5.17M 0.37%
18,767
-2,038
81
$5.13M 0.36%
33,289
-55,859
82
$4.73M 0.33%
43,313
-417
83
$4.66M 0.33%
98,566
-625
84
$4.21M 0.3%
13,855
+951
85
$4.17M 0.29%
69,418
+4,418
86
$4.1M 0.29%
55,677
+656
87
$3.83M 0.27%
68,255
-384
88
$3.63M 0.26%
22,983
-10
89
$3.53M 0.25%
16,603
+50
90
$3.34M 0.24%
9,345
-25
91
$3.09M 0.22%
10,841
+106
92
$2.97M 0.21%
37,376
-131,363
93
$2.85M 0.2%
22,039
94
$2.7M 0.19%
7,151
-15
95
$2.69M 0.19%
27,478
-8,616
96
$2.68M 0.19%
101,086
-180,060
97
$2.56M 0.18%
11,265
98
$2.53M 0.18%
113,155
99
$2.29M 0.16%
27,680
+56
100
$2.27M 0.16%
66,999
2 3
4
5 6