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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.19K ﹤0.01%
60
252
$6.17K ﹤0.01%
12
253
$6.17K ﹤0.01%
25
254
$6.05K ﹤0.01%
55
+1
255
$5.93K ﹤0.01%
150
256
$5.93K ﹤0.01%
33
-28
257
$5.85K ﹤0.01%
76
258
$5.83K ﹤0.01%
+280
259
$5.8K ﹤0.01%
163
260
$5.71K ﹤0.01%
175
261
$5.7K ﹤0.01%
+220
262
$5.63K ﹤0.01%
138
263
$5.58K ﹤0.01%
2,000
264
$5.58K ﹤0.01%
170
265
$5.55K ﹤0.01%
282
266
$5.46K ﹤0.01%
126
267
$5.01K ﹤0.01%
35
268
$5.01K ﹤0.01%
42
269
$4.98K ﹤0.01%
93
270
$4.95K ﹤0.01%
7
271
$4.92K ﹤0.01%
1,000
272
$4.54K ﹤0.01%
57
273
$4.51K ﹤0.01%
42
+1
274
$4.39K ﹤0.01%
+1,500
275
$4.38K ﹤0.01%
+400
9 10
11
12 13