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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
96
227
$6K ﹤0.01%
89
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$6K ﹤0.01%
34
229
$6K ﹤0.01%
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$5K ﹤0.01%
200
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$5K ﹤0.01%
38
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$5K ﹤0.01%
51
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$5K ﹤0.01%
94
234
$5K ﹤0.01%
1,000
235
$5K ﹤0.01%
282
236
$5K ﹤0.01%
124
+1
237
$5K ﹤0.01%
164
238
$5K ﹤0.01%
309
-963
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$5K ﹤0.01%
264
240
$5K ﹤0.01%
258
+126
241
$5K ﹤0.01%
+104
242
$5K ﹤0.01%
69
243
$5K ﹤0.01%
50
244
$4K ﹤0.01%
+71
245
$4K ﹤0.01%
102
246
$4K ﹤0.01%
42
247
$4K ﹤0.01%
165
248
$4K ﹤0.01%
170
249
$4K ﹤0.01%
89
250
$4K ﹤0.01%
100
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