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
151
$543K 0.04%
+11,977
152
$536K 0.04%
59,770
+722
153
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4,232
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154
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155
$517K 0.04%
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156
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+5,808
157
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+1,126
158
$435K 0.03%
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159
$430K 0.03%
2,281
160
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161
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162
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2,655
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163
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164
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165
$380K 0.03%
7,449
166
$372K 0.03%
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167
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169
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170
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171
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11,648
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172
$330K 0.02%
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173
$324K 0.02%
+1,000
174
$303K 0.02%
+5,800
175
$292K 0.02%
2,135
-1
4 5 6
7
8