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
$1.29B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$46.9M
3
+$38.8M
4
AVGO icon
Broadcom
AVGO
+$32.5M
5
IBM icon
IBM
IBM
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.99%
2 Technology 12.12%
3 Healthcare 8.87%
4 Energy 7.64%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.12%
+6,151
102
$1.48M 0.11%
+19,352
103
$1.43M 0.11%
+25,413
104
$1.39M 0.11%
+5,351
105
$1.36M 0.11%
+14,521
106
$1.27M 0.1%
+6,306
107
$1.25M 0.1%
+279,638
108
$1.23M 0.1%
+2,880
109
$1.22M 0.09%
+1,850
110
$1.19M 0.09%
+45,946
111
$1.1M 0.09%
+49,508
112
$1.07M 0.08%
+6,290
113
$1.06M 0.08%
+86,985
114
$1.05M 0.08%
+42,979
115
$1.03M 0.08%
+27,599
116
$940K 0.07%
+45,214
117
$786K 0.06%
+6,000
118
$756K 0.06%
+5,156
119
$724K 0.06%
+11,200
120
$691K 0.05%
+16,230
121
$676K 0.05%
+6,444
122
$664K 0.05%
+2,852
123
$657K 0.05%
+9,338
124
$540K 0.04%
+3,177
125
$535K 0.04%
+1,500
2 3 4
5
6