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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.83M
3
+$2.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$873K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$697K

Top Sells

1
+$3.11M
2
+$1.92M
3
+$693K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$428K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$334K

Sector Composition

1 Technology 2.17%
2 Industrials 0.85%
3 Consumer Discretionary 0.69%
4 Consumer Staples 0.56%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
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