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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.05M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$752K

Top Sells

1
+$3.12M
2
+$2.13M
3
+$806K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$468K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$368K

Sector Composition

1 Technology 2.17%
2 Industrials 0.85%
3 Consumer Discretionary 0.69%
4 Consumer Staples 0.56%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
74
227
$4K ﹤0.01%
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228
$4K ﹤0.01%
126
229
$4K ﹤0.01%
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$4K ﹤0.01%
220
231
$4K ﹤0.01%
264
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$4K ﹤0.01%
89
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$4K ﹤0.01%
196
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$4K ﹤0.01%
+75
235
$3K ﹤0.01%
62
236
$3K ﹤0.01%
71
237
$3K ﹤0.01%
200
238
$3K ﹤0.01%
102
239
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240
240
$3K ﹤0.01%
1,000
241
$3K ﹤0.01%
90
242
$3K ﹤0.01%
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243
$3K ﹤0.01%
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244
$3K ﹤0.01%
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$3K ﹤0.01%
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246
$3K ﹤0.01%
+981
247
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248
$3K ﹤0.01%
164
249
$3K ﹤0.01%
42
250
$3K ﹤0.01%
123
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