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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.77K ﹤0.01%
126
252
$4.65K ﹤0.01%
76
+1
253
$4.62K ﹤0.01%
41
254
$4.6K ﹤0.01%
100
255
$4.49K ﹤0.01%
50
256
$4.43K ﹤0.01%
35
257
$4.27K ﹤0.01%
1,000
258
$4.06K ﹤0.01%
54
+1
259
$4.06K ﹤0.01%
+500
260
$3.98K ﹤0.01%
160
+3
261
$3.94K ﹤0.01%
57
262
$3.92K ﹤0.01%
90
263
$3.92K ﹤0.01%
45
264
$3.87K ﹤0.01%
48
265
$3.86K ﹤0.01%
41
266
$3.82K ﹤0.01%
7
267
$3.72K ﹤0.01%
99
268
$3.72K ﹤0.01%
38
269
$3.45K ﹤0.01%
92
270
$3.26K ﹤0.01%
50
271
$3.22K ﹤0.01%
47
272
$3.16K ﹤0.01%
22
273
$3.16K ﹤0.01%
162
+1
274
$3.11K ﹤0.01%
5,651
275
$3.06K ﹤0.01%
98
9 10
11
12 13