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
$1.3B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$5.55M
3
+$5.36M
4
BBY icon
Best Buy
BBY
+$3.91M
5
TGT icon
Target
TGT
+$2.79M

Top Sells

1
+$9.18M
2
+$7.76M
3
+$6.74M
4
SWKS icon
Skyworks Solutions
SWKS
+$6.62M
5
PRU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.04%
1,126
127
$541K 0.04%
17,408
+269
128
$539K 0.04%
4,515
-385
129
$529K 0.04%
1,300
130
$465K 0.04%
4,500
131
$442K 0.03%
5,700
132
$436K 0.03%
18,368
-1,130
133
$412K 0.03%
15,961
+401
134
$381K 0.03%
7,449
+21
135
$379K 0.03%
6,200
-5,000
136
$363K 0.03%
2,281
-275
137
$359K 0.03%
2,772
138
$353K 0.03%
16,863
+68
139
$328K 0.03%
+8,294
140
$323K 0.02%
1,500
141
$292K 0.02%
+1,510
142
$257K 0.02%
4,034
-1,172
143
$218K 0.02%
2,136
-419
144
$212K 0.02%
6,325
+225
145
$172K 0.01%
14,550
146
$102K 0.01%
11,772
147
$90.6K 0.01%
10,500
148
– –
-11,269
149
– –
-925
2 3 4 5
6