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
in Stake 		Capital Flow
26
$531K 0.18%
3,726
+2
27
$497K 0.17%
5,454
28
$474K 0.16%
9,185
-573
29
$422K 0.14%
1,711
+16
30
$352K 0.12%
3,441
+54
31
$306K 0.1%
1,371
+13
32
$254K 0.09%
9,510
33
$229K 0.08%
6,119
-931
34
$223K 0.08%
577
35
$223K 0.08%
9,312
-1,146
36
$222K 0.08%
2,400
37
$212K 0.07%
2,977
+11
38
$212K 0.07%
2,852
39
$211K 0.07%
771
-47
40
$207K 0.07%
969
41
$201K 0.07%
2,629
-67
42
$192K 0.07%
1,613
-26,131
43
$178K 0.06%
2,082
+200
44
$166K 0.06%
1,155
45
$159K 0.05%
1,668
-331
46
$139K 0.05%
291
47
$135K 0.05%
936
+1
48
$114K 0.04%
547
49
$111K 0.04%
7,082
50
$102K 0.03%
270
+27
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