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
101
$2.25M 0.15%
42,728
-1,028
102
$2.22M 0.15%
67,432
+1,900
103
$2.17M 0.15%
7,287
+56
104
$2.16M 0.15%
18,406
+3,914
105
$2.06M 0.14%
279,638
106
$2.01M 0.14%
34,710
-9,841
107
$1.96M 0.13%
5,044
-986
108
$1.95M 0.13%
+3,323
109
$1.65M 0.11%
+19,941
110
$1.53M 0.1%
8,844
+3,688
111
$1.51M 0.1%
23,972
-826
112
$1.49M 0.1%
140,422
113
$1.47M 0.1%
5,571
+2,759
114
$1.45M 0.1%
9,492
+3,492
115
$1.39M 0.09%
+21,515
116
$1.39M 0.09%
5,060
+53
117
$1.38M 0.09%
+10,980
118
$1.38M 0.09%
12,672
+24
119
$1.34M 0.09%
+13,954
120
$1.32M 0.09%
2,675
121
$1.26M 0.09%
5,720
+1,071
122
$1.25M 0.08%
6,290
123
$1.22M 0.08%
+10,267
124
$1.15M 0.08%
27,470
125
$1.09M 0.07%
43,166
-1,552
3 4
5
6 7