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
$1.37B
AUM Growth
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.31M
3
+$6.05M
4
UPS icon
United Parcel Service
UPS
+$5.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.84M

Top Sells

1
+$18.5M
2
+$13.6M
3
+$11.4M
4
PM icon
Philip Morris
PM
+$9.81M
5
TPR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$219K 0.02%
400
-5
177
$217K 0.02%
+3,023
178
$202K 0.01%
867
-2,200
179
$200K 0.01%
+2,539
180
$164K 0.01%
14,550
181
$102K 0.01%
11,772
182
$47.6K ﹤0.01%
10,500
183
– –
-843
184
– –
-3,910
185
– –
-1,000
186
– –
-6,375
187
– –
-3,822
188
– –
-21,450
189
– –
-50,110
4 5 6 7
8