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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.57K ﹤0.01%
129
252
$2.53K ﹤0.01%
22
253
$2.52K ﹤0.01%
103
254
$2.46K ﹤0.01%
56
+32
255
$2.4K ﹤0.01%
28
256
$2.38K ﹤0.01%
100
257
$2.35K ﹤0.01%
57
258
$2.29K ﹤0.01%
40
259
$2.23K ﹤0.01%
+20
260
$2.09K ﹤0.01%
1,000
261
$2.04K ﹤0.01%
27
262
$1.97K ﹤0.01%
1,000
263
$1.92K ﹤0.01%
212
264
$1.91K ﹤0.01%
26
265
$1.91K ﹤0.01%
102
266
$1.9K ﹤0.01%
2,000
267
$1.9K ﹤0.01%
+20
268
$1.88K ﹤0.01%
27
269
$1.87K ﹤0.01%
981
270
$1.84K ﹤0.01%
50
271
$1.83K ﹤0.01%
24
-59
272
$1.73K ﹤0.01%
121
273
$1.52K ﹤0.01%
297
+270
274
$1.5K ﹤0.01%
55
275
$1.47K ﹤0.01%
107
9 10
11
12 13