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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.05M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$752K

Top Sells

1
+$3.12M
2
+$2.13M
3
+$806K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$468K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$368K

Sector Composition

1 Technology 2.17%
2 Industrials 0.85%
3 Consumer Discretionary 0.69%
4 Consumer Staples 0.56%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
170
252
$3K ﹤0.01%
206
253
$3K ﹤0.01%
50
254
$3K ﹤0.01%
38
255
$2K ﹤0.01%
1,000
256
$2K ﹤0.01%
55
257
$2K ﹤0.01%
27
258
$2K ﹤0.01%
28
259
$2K ﹤0.01%
121
260
$2K ﹤0.01%
28
261
$2K ﹤0.01%
165
262
$2K ﹤0.01%
22
263
$2K ﹤0.01%
132
-126
264
$2K ﹤0.01%
53
265
$2K ﹤0.01%
50
266
$2K ﹤0.01%
57
267
$2K ﹤0.01%
450
268
$2K ﹤0.01%
34
269
$2K ﹤0.01%
8
270
$2K ﹤0.01%
99
271
$2K ﹤0.01%
404
272
$1K ﹤0.01%
20
273
$1K ﹤0.01%
107
274
$1K ﹤0.01%
10
275
$1K ﹤0.01%
27
9 10
11
12 13