CFIA

Cantor Fitzgerald Investment Advisors Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.22M
3
+$7.07M
4
SYY icon
Sysco
SYY
+$6.05M
5
SJM icon
J.M. Smucker
SJM
+$5.16M

Top Sells

1
+$11.3M
2
+$10.7M
3
+$8.68M
4
T icon
AT&T
T
+$5.47M
5
DOW icon
Dow Inc
DOW
+$5.24M

Sector Composition

1 Financials 11.13%
2 Technology 10.32%
3 Consumer Staples 8.15%
4 Healthcare 7.25%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$554K 0.04%
4,095
-119
152
$545K 0.04%
3,420
153
$488K 0.03%
1,600
154
$460K 0.03%
5,786
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155
$459K 0.03%
5,000
-600
156
$432K 0.03%
50,945
157
$432K 0.03%
12,826
-1,623
158
$427K 0.03%
1,100
159
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5,200
160
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3,500
161
$384K 0.03%
1,410
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162
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-102
163
$376K 0.03%
4,781
+1,037
164
$373K 0.03%
9,207
+1,036
165
$371K 0.03%
2,440
166
$338K 0.02%
2,548
167
$319K 0.02%
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168
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169
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170
$301K 0.02%
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171
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1,675
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172
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6,872
-76
173
$283K 0.02%
400
174
$251K 0.02%
10,544
+137
175
$244K 0.02%
7,819
-1,027
4 5 6
7
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