CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
This Quarter Return
+9.74%
1 Year Return
+13.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
–
Cap. Flow
+$1.29B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.7%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$48.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$46.9M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$38.8M |
| 4 |
Broadcom
AVGO
|
$32.5M |
| 5 |
IBM
IBM
|
$31.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.99% |
| 2 | Technology | 12.12% |
| 3 | Healthcare | 8.87% |
| 4 | Energy | 7.64% |
| 5 | Consumer Staples | 7.04% |
