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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.71K ﹤0.01%
34
-54
227
$6.6K ﹤0.01%
167
+1
228
$6.57K ﹤0.01%
135
+1
229
$6.53K ﹤0.01%
105
230
$6.4K ﹤0.01%
+96
231
$6.38K ﹤0.01%
163
232
$6.37K ﹤0.01%
94
233
$6.21K ﹤0.01%
248
234
$6.18K ﹤0.01%
274
235
$6.15K ﹤0.01%
78
+1
236
$6.05K ﹤0.01%
25
237
$6.03K ﹤0.01%
54
-1
238
$5.71K ﹤0.01%
175
239
$5.67K ﹤0.01%
12
240
$5.55K ﹤0.01%
60
241
$5.52K ﹤0.01%
+250
242
$5.48K ﹤0.01%
70
243
$5.46K ﹤0.01%
350
244
$5.44K ﹤0.01%
69
-37
245
$5.42K ﹤0.01%
1,000
246
$5.4K ﹤0.01%
93
247
$5.35K ﹤0.01%
77
-5
248
$5.27K ﹤0.01%
170
249
$5.19K ﹤0.01%
42
250
$5.09K ﹤0.01%
259
8 9
10
11 12