CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+9.94%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$369M
AUM Growth
+$30.3M
(+8.9%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
80.93%
Holding
338
New
18
Increased
63
Reduced
28
Closed
6
Top Buys
| 1 |
United States Oil Fund
USO
|
$127K |
| 2 |
Albertsons Companies
ACI
|
$116K |
| 3 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
$78.9K |
| 4 |
iShares Core Dividend ETF
DIVB
|
$58.4K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$55.9K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.18M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$849K |
| 3 |
Invesco QQQ Trust
QQQ
|
$191K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$173K |
| 5 |
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% |
