CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.41K ﹤0.01%
38
227
$8.31K ﹤0.01%
314
+261
228
$8.27K ﹤0.01%
299
229
$7.92K ﹤0.01%
+150
230
$7.85K ﹤0.01%
10
-16
231
$7.65K ﹤0.01%
1,000
232
$7.39K ﹤0.01%
68
233
$7.33K ﹤0.01%
136
+1
234
$7.29K ﹤0.01%
+500
235
$7.24K ﹤0.01%
248
236
$7.16K ﹤0.01%
101
+1
237
$7.13K ﹤0.01%
+281
238
$7.11K ﹤0.01%
70
+1
239
$7K ﹤0.01%
94
240
$6.53K ﹤0.01%
110
241
$6.5K ﹤0.01%
350
+4
242
$6.47K ﹤0.01%
350
243
$6.47K ﹤0.01%
100
244
$6.36K ﹤0.01%
96
245
$6.3K ﹤0.01%
452
246
$6.29K ﹤0.01%
274
247
$6.28K ﹤0.01%
19
-28
248
$6.26K ﹤0.01%
79
+1
249
$6.26K ﹤0.01%
168
+1
250
$6.2K ﹤0.01%
259
8 9
10
11 12