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
101
$1.66M 0.13%
23,034
+824
102
$1.6M 0.12%
14,492
+417
103
$1.57M 0.12%
1,850
104
$1.54M 0.12%
8,951
-1,802
105
$1.46M 0.11%
140,422
-800
106
$1.45M 0.11%
24,798
-685
107
$1.39M 0.11%
54,708
+9,629
108
$1.38M 0.11%
279,638
109
$1.31M 0.1%
5,007
110
$1.2M 0.09%
12,648
+200
111
$1.18M 0.09%
2,675
112
$1.15M 0.09%
6,290
113
$1.1M 0.08%
44,718
+2,371
114
$1.09M 0.08%
87,028
+2,035
115
$1.08M 0.08%
27,470
-129
116
$943K 0.07%
4,649
+15
117
$936K 0.07%
42,898
+846
118
$850K 0.07%
5,156
-82
119
$743K 0.06%
6,000
120
$714K 0.06%
+59,048
121
$681K 0.05%
3,420
122
$681K 0.05%
2,812
-22
123
$663K 0.05%
4,020
+311
124
$619K 0.05%
8,515
-823
125
$598K 0.05%
12,301
-3,599
2 3 4
5
6