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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.29K ﹤0.01%
134
+1
227
$6.29K ﹤0.01%
126
-100
228
$6.28K ﹤0.01%
+99
229
$6.12K ﹤0.01%
94
230
$6.07K ﹤0.01%
55
231
$6.06K ﹤0.01%
76
-1
232
$6K ﹤0.01%
+150
233
$5.94K ﹤0.01%
105
234
$5.87K ﹤0.01%
60
+11
235
$5.83K ﹤0.01%
175
236
$5.75K ﹤0.01%
128
237
$5.7K ﹤0.01%
508
238
$5.64K ﹤0.01%
2,000
239
$5.57K ﹤0.01%
69
240
$5.54K ﹤0.01%
93
241
$5.52K ﹤0.01%
42
242
$5.51K ﹤0.01%
70
243
$5.44K ﹤0.01%
137
244
$5.33K ﹤0.01%
200
245
$5.02K ﹤0.01%
25
246
$4.99K ﹤0.01%
93
247
$4.92K ﹤0.01%
5,651
248
$4.88K ﹤0.01%
52
249
$4.88K ﹤0.01%
73
-10
250
$4.83K ﹤0.01%
170
8 9
10
11 12