CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$918K
3
+$729K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$717K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$247K

Top Sells

1
+$3.25M
2
+$1.29M
3
+$1.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.5K
5
ADP icon
Automatic Data Processing
ADP
+$77.4K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
38
227
$3K ﹤0.01%
+4
228
$3K ﹤0.01%
115
229
$3K ﹤0.01%
89
230
$3K ﹤0.01%
49
231
$3K ﹤0.01%
503
+11
232
$3K ﹤0.01%
126
233
$3K ﹤0.01%
121
234
$3K ﹤0.01%
42
235
$2K ﹤0.01%
+1,000
236
$2K ﹤0.01%
28
237
$2K ﹤0.01%
62
238
$2K ﹤0.01%
370
239
$2K ﹤0.01%
47
240
$2K ﹤0.01%
43
241
$2K ﹤0.01%
132
242
$2K ﹤0.01%
12
243
$2K ﹤0.01%
99
244
$2K ﹤0.01%
34
245
$2K ﹤0.01%
404
246
$2K ﹤0.01%
720
247
$2K ﹤0.01%
68
248
$2K ﹤0.01%
37
249
$1K ﹤0.01%
36
250
$1K ﹤0.01%
22
8 9
10
11 12