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
301
$635 ﹤0.01%
5
302
$631 ﹤0.01%
82
303
$587 ﹤0.01%
31
304
$549 ﹤0.01%
2
305
$525 ﹤0.01%
3
306
$416 ﹤0.01%
20
307
$315 ﹤0.01%
92
308
$310 ﹤0.01%
1
309
$216 ﹤0.01%
6
+2
310
$164 ﹤0.01%
10
311
$154 ﹤0.01%
206
312
$103 ﹤0.01%
4
313
$59 ﹤0.01%
9
314
$58 ﹤0.01%
100
315
$51 ﹤0.01%
1
316
$40 ﹤0.01%
120
317
$23 ﹤0.01%
1
318
$17 ﹤0.01%
20
319
$12 ﹤0.01%
+2
320
$6 ﹤0.01%
1
321
– –
0
322
– –
0
323
– –
0
324
– –
0
325
– –
0
10 11 12
13
14