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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.92K ﹤0.01%
297
277
$1.9K ﹤0.01%
26
278
$1.88K ﹤0.01%
147
279
$1.85K ﹤0.01%
121
280
$1.8K ﹤0.01%
24
281
$1.73K ﹤0.01%
100
282
$1.64K ﹤0.01%
52
283
$1.51K ﹤0.01%
19
284
$1.49K ﹤0.01%
749
285
$1.47K ﹤0.01%
981
286
$1.47K ﹤0.01%
100
287
$1.44K ﹤0.01%
2
288
$1.37K ﹤0.01%
129
289
$1.27K ﹤0.01%
295
290
$1.27K ﹤0.01%
20
291
$1.26K ﹤0.01%
63
292
$1.23K ﹤0.01%
74
293
$1.21K ﹤0.01%
107
294
$1.14K ﹤0.01%
66
295
$1.13K ﹤0.01%
16
296
$1.09K ﹤0.01%
5
297
$983 ﹤0.01%
120
+116
298
$969 ﹤0.01%
15
299
$960 ﹤0.01%
21
300
$940 ﹤0.01%
24
-32
10 11
12
13 14