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
$1.36B
AUM Growth
+$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$23.6M
3
+$19.4M
4
IBM icon
IBM
IBM
+$16.8M
5
CVS icon
CVS Health
CVS
+$16.1M

Top Sells

1
+$13.3M
2
+$9.95M
3
+$6.05M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.53M

Sector Composition

1 Financials 9.63%
2 Technology 7.25%
3 Healthcare 5.91%
4 Consumer Staples 5.29%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.09%
49,220
+38,589
102
$1.25M 0.09%
+18,621
103
$1.09M 0.08%
4,728
104
$1.09M 0.08%
+16,216
105
$1.09M 0.08%
78,897
-457
106
$1.08M 0.08%
+79,217
107
$1.01M 0.07%
6,555
-1
108
$999K 0.07%
+43,511
109
$972K 0.07%
6,573
110
$952K 0.07%
7,058
+3,850
111
$876K 0.06%
6,128
+765
112
$853K 0.06%
+15,784
113
$853K 0.06%
+34,373
114
$829K 0.06%
+31,437
115
$825K 0.06%
3,477
-220
116
$716K 0.05%
1,810
-25
117
$714K 0.05%
8,114
+1,107
118
$705K 0.05%
4,100
+700
119
$667K 0.05%
5,785
+1,548
120
$611K 0.04%
6,428
+3,154
121
$570K 0.04%
5,702
+808
122
$494K 0.04%
28,404
-3,000
123
$490K 0.04%
+15,928
124
$488K 0.04%
2,547
+491
125
$477K 0.04%
2,878
+371
3 4
5
6 7