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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
1,000
252
$4K ﹤0.01%
240
+131
253
$4K ﹤0.01%
1,000
254
$4K ﹤0.01%
90
255
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55
256
$4K ﹤0.01%
212
257
$4K ﹤0.01%
99
258
$3K ﹤0.01%
62
259
$3K ﹤0.01%
43
260
$3K ﹤0.01%
28
261
$3K ﹤0.01%
121
262
$3K ﹤0.01%
123
263
$3K ﹤0.01%
74
264
$3K ﹤0.01%
57
265
$3K ﹤0.01%
20
266
$3K ﹤0.01%
38
267
$2K ﹤0.01%
28
268
$2K ﹤0.01%
28
269
$2K ﹤0.01%
+97
270
$2K ﹤0.01%
22
271
$2K ﹤0.01%
+53
272
$2K ﹤0.01%
50
273
$2K ﹤0.01%
450
274
$2K ﹤0.01%
34
275
$2K ﹤0.01%
47
9 10
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12 13