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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.37K ﹤0.01%
70
227
$5.31K ﹤0.01%
+93
228
$5.28K ﹤0.01%
128
229
$5.26K ﹤0.01%
93
+40
230
$5.08K ﹤0.01%
66
231
$5.05K ﹤0.01%
94
232
$5.03K ﹤0.01%
200
233
$5.01K ﹤0.01%
175
234
$4.99K ﹤0.01%
114
235
$4.93K ﹤0.01%
1,000
236
$4.91K ﹤0.01%
30
237
$4.86K ﹤0.01%
25
238
$4.8K ﹤0.01%
49
239
$4.7K ﹤0.01%
69
240
$4.52K ﹤0.01%
170
241
$4.42K ﹤0.01%
641
242
$4.27K ﹤0.01%
90
243
$4.2K ﹤0.01%
53
244
$4.06K ﹤0.01%
126
245
$4.05K ﹤0.01%
52
246
$3.94K ﹤0.01%
50
-16
247
$3.79K ﹤0.01%
99
248
$3.74K ﹤0.01%
99
249
$3.64K ﹤0.01%
38
250
$3.6K ﹤0.01%
98
8 9
10
11 12