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
$1.37B
AUM Growth
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.31M
3
+$6.05M
4
UPS icon
United Parcel Service
UPS
+$5.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.84M

Top Sells

1
+$18.5M
2
+$13.6M
3
+$11.4M
4
PM icon
Philip Morris
PM
+$9.81M
5
TPR icon
Tapestry
TPR
+$6.25M

Sector Composition

1 Financials 10.67%
2 Consumer Staples 8.57%
3 Technology 8.32%
4 Healthcare 7.99%
5 Energy 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$461K 0.03%
1,600
-12
152
$457K 0.03%
2,281
153
$444K 0.03%
14,449
-2,538
154
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155
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156
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157
$388K 0.03%
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158
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159
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1,400
160
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1,100
161
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957
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162
$342K 0.02%
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163
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164
$314K 0.02%
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165
$311K 0.02%
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166
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167
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8,171
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168
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13,077
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170
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171
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172
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173
$248K 0.02%
8,846
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174
$224K 0.02%
10,407
+1,526
175
$219K 0.02%
925
4 5 6
7
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