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
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$9.25M
2 +$7.17M
3 +$6.12M
4
VTR icon
Ventas
VTR
+$4.17M
5
KMB icon
Kimberly-Clark
KMB
+$3.27M

Top Sells

1 +$18.1M
2 +$9.46M
3 +$7.31M
4
HD icon
Home Depot
HD
+$6.14M
5
ADM icon
Archer Daniels Midland
ADM
+$1.94M

Sector Composition

1 Financials 13.17%
2 Technology 11.66%
3 Healthcare 8.84%
4 Energy 7.78%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,101