Portfolio (Quarterly)
Guide ↗
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
· CIK 0001710477| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | — | 208,294 | $18.2M | 1.34% | SOLD |
| 2 | VTR | VENTAS INC | Real Estate | 143,806 | $11.1M | 0.82% | SOLD |
| 3 | — | AMCOR PLC | — | 1,217,275 | $10.2M | 0.75% | SOLD |
| 4 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 36,251 | $1.8M | 0.14% | SOLD |
| 5 | PH | PARKER-HANNIFIN CORP | Industrials | 343 | $301K | 0.02% | SOLD |
| 6 | IYW | ISHARES TR | — | 1,200 | $240K | 0.02% | SOLD |
| 7 | EFIV | SPDR SERIES TRUST | — | 3,229 | $214K | 0.02% | SOLD |
| 8 | LOW | LOWES COS INC | Consumer Cyclical | 867 | $209K | 0.01% | SOLD |
| 9 | VGT | VANGUARD WORLD FD | — | 272 | $205K | 0.01% | SOLD |
| 10 | HYXF | ISHARES TR | — | 4,292 | $203K | 0.01% | SOLD |
| 11 | CRGY | CRESCENT ENERGY COMPANY | Energy | 10,550 | $89K | 0.01% | SOLD |
Sector Allocation
Financial Services
21.8%
Technology
14.9%
Healthcare
12.4%
Consumer Defensive
11.8%
Energy
10.7%
Industrials
9.1%
Basic Materials
5.1%
Consumer Cyclical
4.9%
Communication Services
3.8%
Utilities
3.2%