CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+7.62%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$326M
AUM Growth
+$25.4M
(+8.5%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
89.5%
Holding
349
New
23
Increased
60
Reduced
25
Closed
10
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$906K |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$387K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$384K |
| 4 |
Vanguard Value ETF
VTV
|
$342K |
| 5 |
ARK Innovation ETF
ARKK
|
$289K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$89.3K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$44.2K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$43.1K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$36.1K |
| 5 |
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% |
