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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.69K ﹤0.01%
300
227
$3.69K ﹤0.01%
71
228
$3.69K ﹤0.01%
200
229
$3.67K ﹤0.01%
264
230
$3.5K ﹤0.01%
1,000
231
$3.47K ﹤0.01%
89
232
$3.24K ﹤0.01%
1,000
233
$2.97K ﹤0.01%
196
234
$2.96K ﹤0.01%
90
235
$2.91K ﹤0.01%
38
236
$2.86K ﹤0.01%
282
237
$2.71K ﹤0.01%
123
238
$2.54K ﹤0.01%
1,000
239
$2.48K ﹤0.01%
99
240
$2.38K ﹤0.01%
121
241
$2.28K ﹤0.01%
53
242
$2.24K ﹤0.01%
404
243
$2.21K ﹤0.01%
981
244
$2.15K ﹤0.01%
57
245
$2.08K ﹤0.01%
103
+1
246
$2.07K ﹤0.01%
212
247
$1.99K ﹤0.01%
28
248
$1.93K ﹤0.01%
156
249
$1.86K ﹤0.01%
2,000
250
$1.84K ﹤0.01%
22
8 9
10
11 12