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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.14%
6,628
-8
27
$320K 0.14%
1,736
28
$285K 0.12%
1,412
+167
29
$273K 0.12%
1,531
+272
30
$242K 0.1%
8,620
+134
31
$236K 0.1%
2,647
-201
32
$234K 0.1%
934
+40
33
$203K 0.09%
3,095
34
$198K 0.09%
13,320
-662,216
35
$188K 0.08%
2,558
+77
36
$186K 0.08%
2,400
37
$169K 0.07%
571
+19
38
$168K 0.07%
3,129
-142
39
$168K 0.07%
2,340
+2,145
40
$164K 0.07%
970
+41
41
$144K 0.06%
2,773
+30
42
$134K 0.06%
4,288
-68,033
43
$130K 0.06%
940
+160
44
$128K 0.06%
415
+3
45
$101K 0.04%
2,145
46
$94K 0.04%
842
+26
47
$91K 0.04%
499
+3
48
$88K 0.04%
291
+18
49
$79K 0.03%
1,281
-145
50
$78K 0.03%
596
1
2
3 4 5