CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.22M
3
+$7.07M
4
SYY icon
Sysco
SYY
+$6.05M
5
SJM icon
J.M. Smucker
SJM
+$5.16M

Top Sells

1
+$11.3M
2
+$10.7M
3
+$8.68M
4
T icon
AT&T
T
+$5.47M
5
DOW icon
Dow Inc
DOW
+$5.24M

Sector Composition

1 Financials 11.13%
2 Technology 10.32%
3 Consumer Staples 8.15%
4 Healthcare 7.25%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.29M 0.09%
6,290
127
$1.23M 0.09%
2,195
-130
128
$1.23M 0.09%
5,701
+3
129
$1.2M 0.08%
1,626
130
$1.16M 0.08%
27,470
131
$1.16M 0.08%
119,363
+40,180
132
$1.12M 0.08%
44,926
-1,162
133
$1.11M 0.08%
5,060
+20
134
$1.05M 0.07%
4,431
135
$901K 0.06%
83,073
-4,075
136
$872K 0.06%
11,695
137
$871K 0.06%
67,532
138
$835K 0.06%
18,066
-1,155
139
$829K 0.06%
8,260
+1,350
140
$821K 0.06%
32,617
-4,920
141
$808K 0.06%
9,678
142
$798K 0.06%
4,300
143
$790K 0.06%
35,492
-5,311
144
$691K 0.05%
1,423
-188
145
$635K 0.04%
4,812
146
$627K 0.04%
11,977
147
$618K 0.04%
3,374
148
$610K 0.04%
133,263
149
$587K 0.04%
2,281
150
$562K 0.04%
7,274
-350
4 5
6
7 8