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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.64K ﹤0.01%
75
277
$2.61K ﹤0.01%
23
-43
278
$2.6K ﹤0.01%
104
279
$2.37K ﹤0.01%
27
280
$2.28K ﹤0.01%
40
281
$2.27K ﹤0.01%
100
282
$2.07K ﹤0.01%
26
283
$1.9K ﹤0.01%
100
284
$1.88K ﹤0.01%
24
285
$1.86K ﹤0.01%
81
286
$1.83K ﹤0.01%
78
-2,903
287
$1.78K ﹤0.01%
20
+1
288
$1.76K ﹤0.01%
129
289
$1.66K ﹤0.01%
+100
290
$1.58K ﹤0.01%
6
-43
291
$1.52K ﹤0.01%
147
292
$1.46K ﹤0.01%
981
293
$1.42K ﹤0.01%
212
294
$1.37K ﹤0.01%
749
295
$1.32K ﹤0.01%
121
296
$1.32K ﹤0.01%
63
297
$1.28K ﹤0.01%
+100
298
$1.25K ﹤0.01%
20
299
$1.19K ﹤0.01%
15
300
$1.19K ﹤0.01%
5
10 11
12
13 14