CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
This Quarter Return
-0.53%
1 Year Return
+13.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
+$1.3B
(-3.6%)
Cap. Flow
-$35.3M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
149
New
4
Increased
45
Reduced
78
Closed
2
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$7.48M |
| 2 |
Genuine Parts
GPC
|
$5.55M |
| 3 |
CVS Health
CVS
|
$5.36M |
| 4 |
Best Buy
BBY
|
$3.91M |
| 5 |
Target
TGT
|
$2.79M |
Top Sells
| 1 |
Dominion Energy
D
|
$9.18M |
| 2 |
RTX Corp
RTX
|
$7.76M |
| 3 |
Broadcom
AVGO
|
$6.74M |
| 4 |
Skyworks Solutions
SWKS
|
$6.62M |
| 5 |
Prudential Financial
PRU
|
$5.45M |
Sector Composition
| 1 | Financials | 12.58% |
| 2 | Technology | 11.34% |
| 3 | Healthcare | 8.66% |
| 4 | Energy | 7.8% |
| 5 | Consumer Staples | 7.34% |
