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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.44K ﹤0.01%
+2
277
$1.43K ﹤0.01%
+35
278
$1.36K ﹤0.01%
+3
279
$1.35K ﹤0.01%
+60
280
$1.33K ﹤0.01%
749
281
$1.32K ﹤0.01%
+16
282
$1.29K ﹤0.01%
+39
283
$1.26K ﹤0.01%
100
284
$1.25K ﹤0.01%
74
285
$1.07K ﹤0.01%
5
286
$1.04K ﹤0.01%
63
287
$1.03K ﹤0.01%
20
288
$1K ﹤0.01%
165
289
$994 ﹤0.01%
19
290
$979 ﹤0.01%
86
291
$893 ﹤0.01%
+11
292
$864 ﹤0.01%
135
293
$853 ﹤0.01%
11
294
$839 ﹤0.01%
21
295
$812 ﹤0.01%
15
296
$807 ﹤0.01%
50
297
$737 ﹤0.01%
5
298
$702 ﹤0.01%
156
299
$678 ﹤0.01%
10
300
$657 ﹤0.01%
13
10 11
12
13 14