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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.81K ﹤0.01%
28
252
$1.76K ﹤0.01%
27
253
$1.72K ﹤0.01%
5
254
$1.72K ﹤0.01%
100
255
$1.64K ﹤0.01%
206
256
$1.63K ﹤0.01%
102
257
$1.63K ﹤0.01%
8
258
$1.6K ﹤0.01%
55
259
$1.57K ﹤0.01%
27
260
$1.51K ﹤0.01%
47
261
$1.49K ﹤0.01%
450
262
$1.39K ﹤0.01%
20
-25
263
$1.36K ﹤0.01%
107
264
$1.31K ﹤0.01%
165
265
$1.19K ﹤0.01%
50
266
$987 ﹤0.01%
100
267
$969 ﹤0.01%
11
268
$918 ﹤0.01%
5
269
$905 ﹤0.01%
20
270
$866 ﹤0.01%
25
271
$861 ﹤0.01%
749
272
$845 ﹤0.01%
82
273
$784 ﹤0.01%
31
274
$711 ﹤0.01%
75
-6
275
$684 ﹤0.01%
50
9 10
11
12 13