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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.12K ﹤0.01%
25
227
$4.1K ﹤0.01%
94
228
$4.08K ﹤0.01%
153
229
$4.02K ﹤0.01%
52
230
$3.99K ﹤0.01%
95
231
$3.84K ﹤0.01%
45
232
$3.83K ﹤0.01%
259
233
$3.81K ﹤0.01%
282
234
$3.74K ﹤0.01%
200
235
$3.73K ﹤0.01%
+47
236
$3.7K ﹤0.01%
170
237
$3.69K ﹤0.01%
74
238
$3.66K ﹤0.01%
89
239
$3.62K ﹤0.01%
90
240
$3.36K ﹤0.01%
18
241
$3.22K ﹤0.01%
450
242
$3.18K ﹤0.01%
53
243
$3.13K ﹤0.01%
38
-27
244
$3K ﹤0.01%
16
245
$2.88K ﹤0.01%
2,501
246
$2.77K ﹤0.01%
+47
247
$2.72K ﹤0.01%
47
248
$2.72K ﹤0.01%
147
249
$2.7K ﹤0.01%
7
250
$2.66K ﹤0.01%
114
8 9
10
11 12