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
101
$2.19M 0.15%
3
102
$2.18M 0.15%
61,745
-1,282
103
$2.12M 0.15%
2,138
104
$2.08M 0.15%
60,227
105
$2.04M 0.14%
42,922
-7,747
106
$1.95M 0.14%
34,480
-15
107
$1.95M 0.14%
111,741
108
$1.78M 0.13%
32,237
-2,282
109
$1.77M 0.13%
31,630
110
$1.75M 0.12%
3,994
-961
111
$1.71M 0.12%
8,800
112
$1.71M 0.12%
13,819
-515
113
$1.68M 0.12%
38,773
+25,400
114
$1.68M 0.12%
66,277
+5,015
115
$1.65M 0.12%
38,604
+2,804
116
$1.61M 0.11%
30,792
+2,242
117
$1.5M 0.11%
4,235
-230
118
$1.49M 0.11%
22,146
-63
119
$1.47M 0.1%
10,874
120
$1.44M 0.1%
20,580
-260
121
$1.44M 0.1%
9,020
+264
122
$1.42M 0.1%
9,489
123
$1.41M 0.1%
15,053
+701
124
$1.38M 0.1%
14,427
+1,275
125
$1.32M 0.09%
10,762
+125
3 4
5
6 7