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
176
$237K 0.02%
925
177
$217K 0.02%
+3,713
178
$216K 0.02%
3,058
+35
179
$212K 0.02%
2,631
+92
180
$206K 0.01%
+6,325
181
$205K 0.01%
2,808
-2,934
182
$204K 0.01%
9,377
-3,700
183
$200K 0.01%
+4,218
184
$125K 0.01%
14,550
185
$102K 0.01%
11,772
186
$64.8K ﹤0.01%
10,500
187
– –
-867
188
– –
-3,300
4 5 6 7
8