CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.38K ﹤0.01%
89
-1
277
$4.37K ﹤0.01%
5,651
278
$4.36K ﹤0.01%
50
279
$4.03K ﹤0.01%
18
280
$3.86K ﹤0.01%
38
281
$3.79K ﹤0.01%
162
+2
282
$3.72K ﹤0.01%
98
283
$3.72K ﹤0.01%
50
284
$3.63K ﹤0.01%
41
285
$3.56K ﹤0.01%
48
286
$3.5K ﹤0.01%
22
287
$3.4K ﹤0.01%
81
288
$3.29K ﹤0.01%
54
289
$3.29K ﹤0.01%
47
290
$3.25K ﹤0.01%
+133
291
$3.24K ﹤0.01%
54
292
$3.19K ﹤0.01%
+96
293
$3.06K ﹤0.01%
28
294
$3.02K ﹤0.01%
81
-18
295
$2.96K ﹤0.01%
93
+1
296
$2.77K ﹤0.01%
163
+1
297
$2.64K ﹤0.01%
74
+50
298
$2.42K ﹤0.01%
104
299
$2.35K ﹤0.01%
27
300
$2.27K ﹤0.01%
39
10 11
12
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