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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001710477

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

NEW YORK, NY · File #028-18098

Latest AUM
$1.35B
Positions
185
Top-10 Concentration
41.5%
Filings
12

Sector Allocation

Healthcare
7.0%$94.2M
Technology
6.1%$82.7M
Industrials
5.3%$71.9M
Financials
5.3%$71.0M
Energy
3.9%$52.5M
Real Estate
1.4%$19.0M
Utilities
0.9%$12.3M
Materials
0.7%$9.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200102,421$70.2M7.04%
2VANGUARD INDEX FDS92290836385,358$53.5M5.37%
3ISHARES TR464288661447,159$53.4M5.35%
4INVESCO QQQ TRIVZ74,667$45.9M4.60%
5VANGUARD SCOTTSDALE FDS92206C771901,880$42.5M4.26%
6VANGUARD TAX-MANAGED FDS921943858650,057$40.6M4.07%
7CVS HEALTH CORPCVS373,947$29.7M2.98%
8SPDR SERIES TRUST78464A375827,153$28.0M2.80%
9CORNING INCGLW304,492$26.7M2.67%
10SCHWAB STRATEGIC TR808524201881,891$23.7M2.38%
11WELLS FARGO CO NEW949746101253,778$23.7M2.37%
12JOHNSON & JOHNSONJNJ106,583$22.1M2.21%
13TRUIST FINL CORP89832Q109395,471$19.5M1.95%
14EMERSON ELEC COEMR141,324$18.8M1.88%
15VANGUARD INTL EQUITY INDEX F922042858346,386$18.6M1.87%
16ISHARES TR464287507275,114$18.2M1.82%
17ISHARES TR464287432208,294$18.2M1.82%
18SHELL PLCRYDAF242,097$17.8M1.78%
19HEWLETT PACKARD ENTERPRISE CHPE-PC731,281$17.6M1.76%
20ALTSHARES TRUST02210T108589,523$17.1M1.72%