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
$1.47B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$9.66M
3
+$8.36M
4
UPS icon
United Parcel Service
UPS
+$7.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.28M

Top Sells

1
+$23.3M
2
+$8.93M
3
+$7.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$6.27M
5
VTR icon
Ventas
VTR
+$4.69M

Sector Composition

1 Financials 10.71%
2 Technology 9.92%
3 Healthcare 8.23%
4 Consumer Staples 7.94%
5 Energy 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.02%
+729
177
$253K 0.02%
+4,812
178
$240K 0.02%
3,334
-700
179
$230K 0.02%
+925
180
$223K 0.02%
+3,800
181
$220K 0.02%
+376
182
$218K 0.01%
6,325
183
$217K 0.01%
+2,160
184
$159K 0.01%
14,550
185
$107K 0.01%
11,772
186
$98.3K 0.01%
10,500
187
– –
-54,708
4 5 6 7
8