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
301
$2.1K ﹤0.01%
100
302
$2.06K ﹤0.01%
26
303
$2.03K ﹤0.01%
33
304
$1.97K ﹤0.01%
475
+10
305
$1.87K ﹤0.01%
24
+1
306
$1.84K ﹤0.01%
79
307
$1.82K ﹤0.01%
67
+1
308
$1.8K ﹤0.01%
63
309
$1.76K ﹤0.01%
15
310
$1.7K ﹤0.01%
129
311
$1.7K ﹤0.01%
20
312
$1.68K ﹤0.01%
6
313
$1.49K ﹤0.01%
147
314
$1.37K ﹤0.01%
100
315
$1.36K ﹤0.01%
749
316
$1.31K ﹤0.01%
981
317
$1.25K ﹤0.01%
11
318
$1.19K ﹤0.01%
5
319
$1.18K ﹤0.01%
105
320
$1.15K ﹤0.01%
165
321
$1.13K ﹤0.01%
25
322
$1.08K ﹤0.01%
103
+1
323
$1.06K ﹤0.01%
100
324
$1.05K ﹤0.01%
5
325
$1.02K ﹤0.01%
2
11 12
13
14 15