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CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.48B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
+11.3%
1 Year Est. Return
+24.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$127M
Cap. Flow
+$7.79M
Cap. Flow %
0.53%
Top 10 Hldgs %
31.38%
Holding
185
New
7
Increased
83
Reduced
62
Closed
1

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$19.2M
2
IBM icon
IBM
IBM
+$7.87M
3
TSCO icon
Tractor Supply
TSCO
+$7.84M
4
NVO
Novo Nordisk
NVO
+$7.61M
5
UL icon
Unilever
UL
+$7.06M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$15.7M
2
GLW icon
Corning
GLW
+$15.6M
3
CVS icon
CVS Health
CVS
+$10M
4
SYY icon
Sysco
SYY
+$6.19M
5
XOM icon
ExxonMobil
XOM
+$5.62M

Sector Composition

Rank Sector Weight
1 Technology 10.92%
2 Financials 10.6%
3 Healthcare 7.59%
4 Consumer Staples 7.58%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
126
iShares Russell 2000 ETF
IWM
$80.3B
$1.22M 0.08%
4,053
-72
-2% -$20.2K
ATO icon
127
Atmos Energy
ATO
$29.7B
$1.21M 0.08%
7,034
+195
+3% +$34.9K
BX icon
128
Blackstone
BX
$106B
$1.12M 0.08%
9,489
– –
MA icon
129
Mastercard
MA
$487B
$1.09M 0.07%
2,128
– –
SCHR
130
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.09M 0.07%
44,300
-428
-1% -$10.6K
LNC icon
131
Lincoln National
LNC
$7.88B
$1.05M 0.07%
29,562
+630
+2% +$22.7K
F icon
132
Ford
F
$58.5B
$974K 0.07%
70,100
-1,000
-1% -$13.5K
DFUV icon
133
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$948K 0.06%
17,233
– –
NUBD icon
134
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
$938K 0.06%
42,379
-463
-1% -$10.2K
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$188B
$898K 0.06%
9,297
-246
-3% -$23.6K
VGLT icon
136
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$875K 0.06%
15,865
-171
-1% -$9.38K
META icon
137
Meta Platforms (Facebook)
META
$1.51T
$864K 0.06%
1,533
– –
IUSB icon
138
iShares Core Universal USD Bond ETF
IUSB
$43B
$847K 0.06%
18,345
– –
CLIP icon
139
Global X 1-3 Month T-Bill ETF
CLIP
$2.59B
$829K 0.06%
8,260
– –
SPDW icon
140
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$774K 0.05%
15,369
+1,621
+12% +$80.4K
PG icon
141
Procter & Gamble
PG
$346B
$745K 0.05%
5,078
-12
-0.2% -$1.75K
QCOM icon
142
Qualcomm
QCOM
$179B
$728K 0.05%
3,940
– –
BRK.B icon
143
Berkshire Hathaway Class B
BRK.B
$1.07T
$712K 0.05%
1,423
– –
IXUS icon
144
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$694K 0.05%
7,274
– –
GLD icon
145
SPDR Gold Trust
GLD
$132B
$669K 0.05%
1,817
– –
SUSB icon
146
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$649K 0.04%
25,959
-52
-0.2% -$1.3K
ESGU icon
147
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$613K 0.04%
3,746
-187
-5% -$29.6K
LRCX icon
148
Lam Research
LRCX
$365B
$592K 0.04%
1,367
– –
FDXF
149
FedEx Freight
FDXF
$22.4B
$584K 0.04%
+3,866
New +$633K
AGG icon
150
iShares Core US Aggregate Bond ETF
AGG
$138B
$552K 0.04%
5,580
+101
+2% +$9.99K
4 5
6
7 8

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OA
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MHS
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FAT
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LFS
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SWA
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PIM
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NAM
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Cantor Fitzgerald Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cantor Fitzgerald Investment Advisors held 185 positions worth $1.48B, up 9.3% from $1.36B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.3%. Cantor Fitzgerald Investment Advisors opened 7 new positions and exited 1, leaving the 185-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.3% a quarter earlier, followed by Financials and Healthcare.

  • Cantor Fitzgerald Investment Advisors's largest Q2 2026 buy was Accenture: 110,560 shares worth $13.8M.
  • Cantor Fitzgerald Investment Advisors added most to IBM in Q2 2026, an estimated $7.87M increase.
  • Cantor Fitzgerald Investment Advisors's biggest Q2 2026 reduction was Cisco, cutting an estimated $15.7M.
  • Cantor Fitzgerald Investment Advisors fully exited Sysco in Q2 2026, selling an estimated $6.19M.
  • Cantor Fitzgerald Investment Advisors's ten largest holdings make up 31% of its $1.48B portfolio in Q2 2026.
  • Cantor Fitzgerald Investment Advisors opened 7 new positions and closed 1 in Q2 2026.
  • Cantor Fitzgerald Investment Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.48B.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.