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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
170
-160
252
$4K ﹤0.01%
50
253
$4K ﹤0.01%
89
254
$4K ﹤0.01%
200
255
$3K ﹤0.01%
62
256
$3K ﹤0.01%
10
-90
257
$3K ﹤0.01%
109
258
$3K ﹤0.01%
123
-6
259
$3K ﹤0.01%
132
260
$3K ﹤0.01%
+28
261
$3K ﹤0.01%
121
262
$3K ﹤0.01%
981
263
$3K ﹤0.01%
28
264
$3K ﹤0.01%
42
265
$3K ﹤0.01%
74
266
$3K ﹤0.01%
450
267
$3K ﹤0.01%
47
268
$3K ﹤0.01%
20
269
$3K ﹤0.01%
38
270
$2K ﹤0.01%
50
271
$2K ﹤0.01%
34
272
$2K ﹤0.01%
5
273
$2K ﹤0.01%
43
274
$2K ﹤0.01%
37
275
$2K ﹤0.01%
107
9 10
11
12 13