CFIA
Cantor Fitzgerald Investment Advisors Portfolio holdings
AUM
$1.41B
1-Year Return
13.33%
This Quarter Return
+0.47%
1 Year Return
+13.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.24B
AUM Growth
+$589M
(+36%)
Cap. Flow
+$610M
Cap. Flow
% of AUM
27.23%
Top 10 Holdings %
Top 10 Hldgs %
24.8%
Holding
321
New
18
Increased
102
Reduced
35
Closed
15
Top Buys
| 1 |
AltShares Merger Arbitrage ETF
ARB
|
$32.8M |
| 2 |
Shell
SHEL
|
$25.7M |
| 3 |
Broadcom
AVGO
|
$23M |
| 4 |
Fidelity National Information Services
FIS
|
$19.8M |
| 5 |
CVS Health
CVS
|
$18.4M |
Top Sells
Sector Composition
| 1 | Financials | 17.57% |
| 2 | Technology | 10.8% |
| 3 | Healthcare | 8.68% |
| 4 | Consumer Staples | 6.6% |
| 5 | Energy | 5.41% |
