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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.1M
3
+$10.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.36M

Top Sells

1
+$11.1M
2
+$9.19M
3
+$8.31M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$64 ﹤0.01%
9
327
$53 ﹤0.01%
1
328
$14 ﹤0.01%
3
-117
329
$13 ﹤0.01%
2
330
$11 ﹤0.01%
1
331
$6 ﹤0.01%
1
-13
332
$5 ﹤0.01%
1
333
– –
0
334
– –
0
335
– –
0
336
– –
-33
337
– –
-33
338
– –
-19
339
– –
-66
340
– –
0
341
– –
-64
342
– –
-33
343
– –
-17
344
– –
-1,000
345
– –
-22
346
– –
-732
347
– –
-126
348
– –
-32
349
– –
-295
350
– –
-16
11 12 13
14
15