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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.52K ﹤0.01%
1,000
252
$3.33K ﹤0.01%
50
253
$3.25K ﹤0.01%
50
254
$3.17K ﹤0.01%
259
255
$3.17K ﹤0.01%
7
256
$3.12K ﹤0.01%
450
257
$3.08K ﹤0.01%
282
258
$3.04K ﹤0.01%
153
259
$2.99K ﹤0.01%
14
260
$2.81K ﹤0.01%
114
261
$2.77K ﹤0.01%
57
262
$2.75K ﹤0.01%
28
263
$2.73K ﹤0.01%
22
264
$2.71K ﹤0.01%
104
+1
265
$2.46K ﹤0.01%
2,000
266
$2.41K ﹤0.01%
100
267
$2.27K ﹤0.01%
27
268
$2.25K ﹤0.01%
2,501
269
$2.2K ﹤0.01%
40
270
$2.18K ﹤0.01%
47
271
$2.13K ﹤0.01%
81
+61
272
$2.05K ﹤0.01%
10
273
$2K ﹤0.01%
+33
274
$1.98K ﹤0.01%
33
275
$1.95K ﹤0.01%
75
9 10
11
12 13