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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
55
227
$6K ﹤0.01%
18
228
$6K ﹤0.01%
51
229
$6K ﹤0.01%
165
230
$6K ﹤0.01%
+197
231
$6K ﹤0.01%
89
232
$5K ﹤0.01%
126
-150
233
$5K ﹤0.01%
500
234
$5K ﹤0.01%
51
235
$5K ﹤0.01%
74
236
$5K ﹤0.01%
123
237
$5K ﹤0.01%
164
+6
238
$5K ﹤0.01%
264
-16
239
$5K ﹤0.01%
69
240
$4K ﹤0.01%
100
241
$4K ﹤0.01%
1,000
242
$4K ﹤0.01%
102
+1
243
$4K ﹤0.01%
38
244
$4K ﹤0.01%
6
245
$4K ﹤0.01%
1,000
246
$4K ﹤0.01%
1,000
247
$4K ﹤0.01%
90
248
$4K ﹤0.01%
533
+8
249
$4K ﹤0.01%
1,000
250
$4K ﹤0.01%
+100
8 9
10
11 12