CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+8
227
$1K ﹤0.01%
+68
228
$1K ﹤0.01%
+37
229
$1K ﹤0.01%
+10
230
$1K ﹤0.01%
+24
231
$1K ﹤0.01%
+5
232
$1K ﹤0.01%
+82
233
$1K ﹤0.01%
+17
234
$1K ﹤0.01%
+48
235
$1K ﹤0.01%
+9
236
$1K ﹤0.01%
+22
237
$1K ﹤0.01%
+50
238
– –
0
239
– –
0
240
$0 ﹤0.01%
+75
241
– –
0
242
$0 ﹤0.01%
+5
243
$0 ﹤0.01%
+1
244
$0 ﹤0.01%
+2
245
$0 ﹤0.01%
+9
246
– –
0
247
$0 ﹤0.01%
+4
248
$0 ﹤0.01%
+43
249
– –
0
250
– –
0
7 8 9
10
11