CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CIK 0001710477 · Q2 2026

13F Equity AUM

$1.5B

+9.3% QoQ

Positions

184

+6 QoQ

AUM Rank

#2,762

Top 22%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,607 · Top 43%

vs S&P -4.4%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 21.5%Top 10: 31.4%Top 20: 44.8%

IEI6.0%

IVV5.2%

VOO3.5%

VMBS3.4%

NDQ3.3%

VEA2.8%

HPE2.2%

CVS1.8%

SCHX1.6%

TXN1.5%

Others (174)68.6%

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

Sector Allocation

Financial Services50.4%

Technology10.9%

Healthcare7.6%

Consumer Defensive6.7%

Industrials5.8%

Energy4.7%

Consumer Cyclical4.0%

Basic Materials2.9%

Other7.0%

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

Position Sizing

Positions: 184Median: 0.18%Avg: 0.54%

0–0.5%

119(15.6%)

0.5–1%

32(25.1%)

1–3%

28(37.8%)

3–5%

3(10.3%)

5%+

2(11.2%)

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

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Portfolio Overlap

Shared: 0Unique: 184vs 20 funds

0%Low

184

Fund positions

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.

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Position Changes This Quarter

New7Increased83Decreased62Exited1

New Positions

ACN0.9%

+111K

UL0.5%

+122K

TSCO0.5%

+227K

FEDEX FGHT HLDG CO I…0.0%

+4K

MU0.0%

+230

EFIV0.0%

+3K

VGT0.0%

+2K

Increased

CMCSA0.9%

+197K(+60%)

NVO0.7%

+177K(+479%)

KMB1.2%

+57K(+51%)

IEI6.0%

+41K(+6%)

IBM0.8%

+31K(+295%)

VO0.1%

+18K(+312%)

HD1.1%

+14K(+43%)

WY1.1%

+10K(+2%)

CAG0.5%

+7K(+1%)

FIS0.9%

+6K(+2%)

Decreased

CSCO0.3%

-149,961(-78%)

CVS1.8%

-112,178(-31%)

GLW1.2%

-85,858(-55%)

XOM0.9%

-37,523(-28%)

INTC0.0%

-32,150(-92%)

SCHX1.6%

-15,391(-2%)

HPE2.2%

-8,277(-1%)

NDQ3.3%

-7,219(-10%)

VMBS3.4%

-5,684(-1%)

FTEC0.5%

-4,990(-17%)

Exited

SYY

-86,770

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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