CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
1-Year Return
13.33%
This Quarter Return
+2.35%
1 Year Return
+13.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.37B
AUM Growth
-$70.1M
(-4.9%)
Cap. Flow
-$90.6M
Cap. Flow
% of AUM
-6.6%
Top 10 Holdings %
Top 10 Hldgs %
26.97%
Holding
189
New
6
Increased
52
Reduced
102
Closed
7
Top Buys
| 1 |
Corning
GLW
|
$7.14M |
| 2 |
Texas Instruments
TXN
|
$6.31M |
| 3 |
State Street
STT
|
$6.05M |
| 4 |
United Parcel Service
UPS
|
$5.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$4.84M |
Top Sells
| 1 |
IBM
IBM
|
$18.5M |
| 2 |
Broadcom
AVGO
|
$13.6M |
| 3 |
Bank of New York Mellon
BK
|
$11.4M |
| 4 |
Philip Morris
PM
|
$9.81M |
| 5 |
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% |
