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
$1.36B
AUM Growth
+$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$23.6M
3
+$19.4M
4
IBM icon
IBM
IBM
+$16.8M
5
CVS icon
CVS Health
CVS
+$16.1M

Top Sells

1
+$13.3M
2
+$9.95M
3
+$6.05M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.53M

Sector Composition

1 Financials 9.63%
2 Technology 7.25%
3 Healthcare 5.91%
4 Consumer Staples 5.29%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$444K 0.03%
+9,315
127
$440K 0.03%
4,473
-37
128
$433K 0.03%
3,038
129
$343K 0.03%
3,200
130
$337K 0.02%
10,751
+2,556
131
$327K 0.02%
4,000
132
$320K 0.02%
920
-150
133
$314K 0.02%
12,034
+3,200
134
$314K 0.02%
+8,836
135
$298K 0.02%
+1,125
136
$297K 0.02%
+11,291
137
$293K 0.02%
2,400
138
$291K 0.02%
+3,000
139
$279K 0.02%
6,000
140
$273K 0.02%
1,647
+472
141
$264K 0.02%
+9,878
142
$247K 0.02%
+7,725
143
$244K 0.02%
1,000
144
$238K 0.02%
4,346
145
$231K 0.02%
6,000
146
$228K 0.02%
+600
147
$225K 0.02%
+563
148
$224K 0.02%
+13,077
149
$210K 0.02%
+19,274
150
$206K 0.02%
+4,234
3 4 5
6
7