CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CIK 0001710477 · Q1 2026

13F Equity AUM

$1.4B

+0.4% QoQ

Positions

178

-7 QoQ

AUM Rank

#2,320

Top 19%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,755 · Top 46%

vs S&P -8.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 21.5%Top 10: 31.1%Top 20: 44.7%

IEI6.3%

IVV4.9%

VMBS3.8%

VOO3.5%

NDQ3.1%

VEA2.8%

CVS1.9%

XOM1.7%

SPIB1.6%

SCHX1.6%

Others (168)68.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services50.3%

Technology9.3%

Healthcare7.8%

Energy6.7%

Consumer Defensive6.5%

Industrials5.7%

Basic Materials3.2%

Consumer Cyclical3.1%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 178Median: 0.19%Avg: 0.56%

0–0.5%

111(13.3%)

0.5–1%

29(22.2%)

1–3%

33(43.1%)

3–5%

4(15.2%)

5%+

1(6.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 178Unique: 0vs 20 funds

2.4%Low

178

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

3.8%

3.3%

3.5%

5.4%

3.7%

VANGUARD CAPITAL MANAGEMENT LLC

3.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.9%

GEODE CAPITAL MANAGEMENT, LLC

3.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased63Decreased90Exited11

New Positions

AMCOR PLC0.7%

+245K

LUV0.1%

+27K

VRP0.0%

+10K

VXUS0.0%

+3K

Increased

WY1.2%

+348K(+105%)

IEI6.3%

+273K(+61%)

VMBS3.8%

+192K(+21%)

7HP1.0%

+179K(+35%)

FIS1.1%

+177K(+123%)

FITB0.8%

+88K(+59%)

VGIT0.7%

+66K(+64%)

CAG0.6%

+63K(+14%)

SPMB0.5%

+63K(+26%)

MET0.9%

+54K(+47%)

Decreased

SPIB1.6%

-181,571(-22%)

SJNK0.5%

-173,234(-41%)

GLW1.6%

-149,376(-49%)

SHEL0.7%

-144,439(-60%)

VGLT0.1%

-95,217(-86%)

SHYL0.3%

-63,451(-40%)

VEA2.8%

-56,152(-9%)

SCHX1.6%

-49,006(-6%)

JNJ1.3%

-31,977(-30%)

VCIT0.7%

-27,043(-20%)

Exited

-208,294

-143,806

-1,217,275

-36,251

-272

-867

-1,200

-343

EFIV

-3,229

HYXF

-4,292

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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