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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.91K ﹤0.01%
54
-136
277
$2.81K ﹤0.01%
28
278
$2.63K ﹤0.01%
18
279
$2.54K ﹤0.01%
81
280
$2.54K ﹤0.01%
465
+9
281
$2.19K ﹤0.01%
282
282
$2.15K ﹤0.01%
27
283
$2.13K ﹤0.01%
33
-17
284
$2.12K ﹤0.01%
+150
285
$2.1K ﹤0.01%
23
286
$2K ﹤0.01%
26
287
$1.99K ﹤0.01%
104
288
$1.98K ﹤0.01%
100
289
$1.94K ﹤0.01%
66
290
$1.94K ﹤0.01%
39
291
$1.88K ﹤0.01%
20
292
$1.83K ﹤0.01%
53
+1
293
$1.67K ﹤0.01%
79
+1
294
$1.64K ﹤0.01%
63
295
$1.63K ﹤0.01%
129
296
$1.61K ﹤0.01%
15
297
$1.55K ﹤0.01%
6
298
$1.47K ﹤0.01%
147
299
$1.46K ﹤0.01%
11
300
$1.42K ﹤0.01%
20
10 11
12
13 14