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
$1.29B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$46.9M
3
+$38.8M
4
AVGO icon
Broadcom
AVGO
+$32.5M
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$495K 0.04%
+3,420
127
$477K 0.04%
+20,178
128
$456K 0.04%
+15,442
129
$429K 0.03%
+2,820
130
$404K 0.03%
+2,903
131
$401K 0.03%
+6,806
132
$400K 0.03%
+5,700
133
$399K 0.03%
+1,126
134
$377K 0.03%
+7,438
135
$356K 0.03%
+16,897
136
$301K 0.02%
+2,952
137
$298K 0.02%
+12,460
138
$288K 0.02%
+10,319
139
$287K 0.02%
+1,500
140
$243K 0.02%
+3,136
141
$242K 0.02%
+2,650
142
$219K 0.02%
+6,325
143
$219K 0.02%
+925
144
$218K 0.02%
+8,627
145
$210K 0.02%
+9,101
146
$209K 0.02%
+4,500
147
$192K 0.01%
+14,550
148
$105K 0.01%
+11,772
149
$40.8K ﹤0.01%
+10,500
2 3 4 5
6