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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
2
252
$0 ﹤0.01%
10
253
– –
-351
254
$0 ﹤0.01%
11
+2
255
– –
0
256
– –
-1
257
$0 ﹤0.01%
4
258
– –
0
259
$0 ﹤0.01%
8
260
– –
0
261
$0 ﹤0.01%
9
262
– –
0
263
$0 ﹤0.01%
+4
264
$0 ﹤0.01%
9
265
$0 ﹤0.01%
92
266
– –
0
267
– –
-38
268
– –
-104
269
$0 ﹤0.01%
48
270
– –
0
271
– –
0
272
– –
0
273
– –
0
274
$0 ﹤0.01%
5
275
– –
0
8 9 10
11
12