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
$1.47B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$9.66M
3
+$8.36M
4
UPS icon
United Parcel Service
UPS
+$7.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.28M

Top Sells

1
+$23.3M
2
+$8.93M
3
+$7.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$6.27M
5
VTR icon
Ventas
VTR
+$4.69M

Sector Composition

1 Financials 10.71%
2 Technology 9.92%
3 Healthcare 8.23%
4 Consumer Staples 7.94%
5 Energy 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08M 0.07%
+3,978
127
$1.05M 0.07%
+3,867
128
$1.04M 0.07%
+25,203
129
$1.03M 0.07%
+40,518
130
$998K 0.07%
+4,334
131
$980K 0.07%
5,258
+3,748
132
$951K 0.06%
1,662
+536
133
$944K 0.06%
89,373
+2,345
134
$919K 0.06%
40,480
-2,418
135
$871K 0.06%
33,822
+15,454
136
$855K 0.06%
+4,328
137
$842K 0.06%
+17,865
138
$781K 0.05%
+3,864
139
$759K 0.05%
4,466
+446
140
$743K 0.05%
1,613
+313
141
$732K 0.05%
+19,480
142
$725K 0.05%
+7,896
143
$717K 0.05%
+9,107
144
$691K 0.05%
8,858
+343
145
$627K 0.04%
12,563
+262
146
$612K 0.04%
+3,688
147
$598K 0.04%
4,500
148
$585K 0.04%
3,438
+18
149
$554K 0.04%
+7,631
150
$553K 0.04%
16,815
-593
4 5
6
7 8