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
$1.35B
AUM Growth
-$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.46M
3
+$8.84M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$7.99M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$4.7M

Top Sells

1
+$14M
2
+$8.75M
3
+$8.3M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.79M

Sector Composition

1 Financials 10.05%
2 Technology 7.2%
3 Healthcare 5.98%
4 Consumer Staples 5.67%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.01%
19,191
152
$109K 0.01%
11,400
153
$84K 0.01%
2,235
-255
154
– –
-5,785
155
– –
-88,990
156
– –
-3,096
3 4 5 6
7