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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
27
277
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27
278
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28
279
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9
280
$2K ﹤0.01%
22
281
$2K ﹤0.01%
100
282
$2K ﹤0.01%
57
283
$2K ﹤0.01%
+8
284
$2K ﹤0.01%
99
285
$2K ﹤0.01%
102
286
$2K ﹤0.01%
404
287
$1K ﹤0.01%
68
288
$1K ﹤0.01%
10
289
$1K ﹤0.01%
14
290
$1K ﹤0.01%
20
291
$1K ﹤0.01%
24
292
$1K ﹤0.01%
749
293
$1K ﹤0.01%
82
294
$1K ﹤0.01%
+30
295
$1K ﹤0.01%
+8
296
$1K ﹤0.01%
92
297
$1K ﹤0.01%
18
298
$1K ﹤0.01%
+5
299
$1K ﹤0.01%
63
300
$1K ﹤0.01%
2
10 11
12
13 14