CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
1-Year Est. Return
13.33%
1 Year Est. Return
+13.33%
AUM
$1.41B
AUM Growth
+$40.6M
(+3%)
Holding
188
Top Buys
| 1 | +$8.44M | |
| 2 | +$7.95M | |
| 3 | +$7.49M | |
| 4 |
Sysco
SYY
|
+$6.31M |
| 5 |
Stanley Black & Decker
SWK
|
+$4.89M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$10.4M | |
| 3 | +$8.61M | |
| 4 |
AT&T
T
|
+$5.74M |
| 5 |
National Fuel Gas
NFG
|
+$5.27M |
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 | |
|---|---|---|---|---|---|---|
176
Norfolk Southern
NSC
$64.7B
| $237K | 0.02% |
925
|
|
||
177
SPDR S&P 500 ESG ETF
EFIV
$1.17B
| $217K | 0.02% |
+3,713
|
|
||
178
Coca-Cola
KO
$291B
| $216K | 0.02% |
3,058
+35
|
|
||
179
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| $212K | 0.02% |
2,631
+92
|
|
||
180
CSX Corp
CSX
$67.1B
| $206K | 0.01% |
+6,325
|
|
||
181
Vanguard Growth ETF
VUG
$195B
| $205K | 0.01% |
468
-489
|
|
||
182
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97.3M
| $204K | 0.01% |
9,377
-3,700
|
|
||
183
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$187M
| $200K | 0.01% |
+4,218
|
|
||
184
Crescent Energy
CRGY
$2.14B
| $125K | 0.01% |
14,550
|
|
||
185
Nuveen California Municipal Value Fund
NCA
$296M
| $102K | 0.01% |
11,772
|
|
||
186
FTAI Infrastructure
FIP
$623M
| $64.8K | ﹤0.01% |
10,500
|
|
||
187
BWX Technologies
BWXT
$19.1B
| – | – |
-3,300
|
|
||
188
Lowe's Companies
LOW
$136B
| – | – |
-867
|
|